Roosevelt Investment Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $365K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $29M | Sell |
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|
2015
Q3 | $29M | Sell |
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|
2015
Q2 | $50.3M | Buy |
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|
2015
Q1 | $36M | Sell |
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|
2014
Q4 | $52.1M | Sell |
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|
2014
Q3 | $50M | Sell |
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|
2014
Q2 | $80.3M | Buy |
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|
2014
Q1 | $68.9M | Sell |
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|
2013
Q4 | $78.6M | Sell |
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|
2013
Q3 | $70.5M | Sell |
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|
2013
Q2 | $65.2M | Buy |
|