Schooner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $144K | Sell |
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|
2016
Q2 | $194K | Sell |
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|
2016
Q1 | $255K | Hold |
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|
2015
Q4 | $315K | Sell |
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|
2015
Q3 | $473K | Sell |
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|
2015
Q2 | $984K | Sell |
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|
2015
Q1 | $989K | Sell |
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|
2014
Q4 | $2.52M | Sell |
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|
2014
Q3 | $2.72M | Sell |
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|
2014
Q2 | $4.2M | Buy |
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|
2014
Q1 | $3.74M | Buy |
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|
2013
Q4 | $1.71M | Buy |
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|
2013
Q3 | $1.36M | Sell |
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|
2013
Q2 | $2.29M | Buy |
|