SHA
Smith Hayes Advisers’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,950
| Closed | -$270K | – | 310 |
|
|
2015
Q2 | $270K | Sell |
6,950
-1,096
| -14% | -$42.6K | 0.05% | 264 |
|
|
2015
Q1 | $287K | Sell |
8,046
-10,063
| -56% | -$359K | 0.06% | 259 |
|
|
2014
Q4 | $703K | Sell |
18,109
-45
| -0.2% | -$1.75K | 0.15% | 170 |
|
|
2014
Q3 | $628K | Sell |
18,154
-62
| -0.3% | -$2.15K | 0.15% | 160 |
|
|
2014
Q2 | $589K | Sell |
18,216
-43
| -0.2% | -$1.39K | 0.14% | 168 |
|
|
2014
Q1 | $569K | Buy |
18,259
+4,385
| +32% | +$137K | 0.14% | 164 |
|
|
2013
Q4 | $435K | Buy |
+13,874
| New | +$435K | 0.14% | 167 |
|