Sheets Smith Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-15,176
| Closed | -$483K | – | 251 |
|
|
2015
Q4 | $483K | Buy |
15,176
+1
| +0% | +$32 | 0.15% | 158 |
|
|
2015
Q3 | $478K | Hold |
15,175
| – | – | 0.16% | 137 |
|
|
2015
Q2 | $589K | Buy |
+15,175
| New | +$589K | 0.16% | 154 |
|
|
2015
Q1 | – | Sell |
-34,351
| Closed | -$1.33M | – | 249 |
|
|
2014
Q4 | $1.33M | Sell |
34,351
-616
| -2% | -$23.9K | 0.35% | 83 |
|
|
2014
Q3 | $1.21M | Buy |
+34,967
| New | +$1.21M | 0.33% | 91 |
|