S.R. Schill & Associates’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-6,472
Closed -$204K 69
2015
Q3
$204K Sell
6,472
-172
-3% -$5.42K 0.15% 66
2015
Q2
$258K Sell
6,644
-170
-2% -$6.6K 0.17% 61
2015
Q1
$243K Buy
6,814
+945
+16% +$33.7K 0.16% 65
2014
Q4
$228K Buy
+5,869
New +$228K 0.21% 55