Ruggie Capital Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 343 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 511 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 317 |
|
|
2017
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 324 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 268 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 297 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 265 |
|
|
2016
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 173 |
|
|
2016
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 206 |
|
|
2016
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 220 |
|
|
2016
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 174 |
|
|
2015
Q3 | – | Sell |
-6
| Closed | – | – | 279 |
|
|
2015
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 378 |
|
|
2015
Q1 | – | Sell |
-6
| Closed | -$225K | – | 318 |
|
|
2014
Q4 | $225K | Buy |
+6
| New | +$225K | 0.21% | 42 |
|