Round Table Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $693K | Hold |
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|
2015
Q2 | $853K | Hold |
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|
2015
Q1 | $785K | Hold |
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|
2014
Q4 | $854K | Hold |
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|
2014
Q3 | $761K | Hold |
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|
2014
Q2 | $711K | Hold |
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|
2014
Q1 | $686K | Sell |
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|
2013
Q4 | $1.26M | Hold |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $605K | Buy |
|