Stanford Investment Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-500
| Closed | -$21K | – | 181 |
|
|
2016
Q4 | $21K | Hold |
500
| – | – | 0.01% | 246 |
|
|
2016
Q3 | $16K | Hold |
500
| – | – | 0.01% | 275 |
|
|
2016
Q2 | $13K | Hold |
500
| – | – | 0.01% | 282 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2015
Q4 | $16K | Hold |
500
| – | – | 0.01% | 237 |
|
|
2015
Q3 | $16K | Hold |
500
| – | – | 0.01% | 238 |
|
|
2015
Q2 | $19K | Hold |
500
| – | – | 0.01% | 237 |
|
|
2015
Q1 | $18K | Hold |
500
| – | – | 0.01% | 242 |
|
|
2014
Q4 | $19K | Buy |
+500
| New | +$19K | 0.02% | 234 |
|