Rothschild Capital Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,762
| Closed | -$967K | – | 37 |
|
|
2018
Q3 | $967K | Hold |
20,762
| – | – | 0.43% | 34 |
|
|
2018
Q2 | $984K | Hold |
20,762
| – | – | 0.41% | 36 |
|
|
2018
Q1 | $1.12M | Hold |
20,762
| – | – | 0.44% | 35 |
|
|
2017
Q4 | $1.09M | Sell |
20,762
-442
| -2% | -$23.2K | 0.43% | 39 |
|
|
2017
Q3 | $1.02M | Sell |
21,204
-3,557
| -14% | -$171K | 0.44% | 39 |
|
|
2017
Q2 | $1.1M | Hold |
24,761
| – | – | 0.42% | 36 |
|
|
2017
Q1 | $1.06M | Sell |
24,761
-239
| -1% | -$10.2K | 0.41% | 35 |
|
|
2016
Q4 | $1.06M | Buy |
+25,000
| New | +$1.06M | 0.45% | 36 |
|