Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,850
| Closed | -$266K | – | 76 |
|
|
2015
Q2 | $266K | Hold |
6,850
| – | – | 0.12% | 57 |
|
|
2015
Q1 | $244K | Buy |
+6,850
| New | +$244K | 0.11% | 64 |
|
|
2014
Q1 | – | Sell |
-4,855
| Closed | -$152K | – | 156 |
|
|
2013
Q4 | $152K | Buy |
4,855
+605
| +14% | +$18.9K | 0.08% | 61 |
|
|
2013
Q3 | $115K | Hold |
4,250
| – | – | 0.07% | 56 |
|
|
2013
Q2 | $104K | Buy |
+4,250
| New | +$104K | 0.07% | 63 |
|