Shikiar Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,000
| Closed | -$388K | – | 92 |
|
|
2015
Q2 | $388K | Hold |
10,000
| – | – | 0.18% | 71 |
|
|
2015
Q1 | $357K | Hold |
10,000
| – | – | 0.16% | 78 |
|
|
2014
Q4 | $388K | Hold |
10,000
| – | – | 0.18% | 82 |
|
|
2014
Q3 | $346K | Hold |
10,000
| – | – | 0.15% | 87 |
|
|
2014
Q2 | $323K | Hold |
10,000
| – | – | 0.13% | 90 |
|
|
2014
Q1 | $312K | Sell |
10,000
-10,000
| -50% | -$312K | 0.14% | 93 |
|
|
2013
Q4 | $627K | Hold |
20,000
| – | – | 0.27% | 63 |
|
|
2013
Q3 | $539K | Hold |
20,000
| – | – | 0.27% | 60 |
|
|
2013
Q2 | $489K | Buy |
+20,000
| New | +$489K | 0.24% | 63 |
|