Seven Bridges Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-23,092
| Closed | -$1.21M | – | 64 |
|
|
2017
Q4 | $1.21M | Hold |
23,092
| – | – | 0.98% | 27 |
|
|
2017
Q3 | $1.11M | Buy |
23,092
+246
| +1% | +$11.8K | 0.93% | 33 |
|
|
2017
Q2 | $1.02M | Sell |
22,846
-5,611
| -20% | -$250K | 0.91% | 34 |
|
|
2017
Q1 | $1.22M | Sell |
28,457
-8,400
| -23% | -$360K | 1.16% | 23 |
|
|
2016
Q4 | $1.56M | Sell |
36,857
-3,583
| -9% | -$151K | 1.59% | 15 |
|
|
2016
Q3 | $1.3M | Buy |
+40,440
| New | +$1.3M | 1.15% | 22 |
|