Stanley-Laman Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,087
| Closed | -$257K | – | 288 |
|
|
2019
Q1 | $257K | Buy |
+6,087
| New | +$257K | 0.06% | 237 |
|
|
2016
Q2 | – | Sell |
-202,625
| Closed | -$5.07M | – | 309 |
|
|
2016
Q1 | $5.07M | Buy |
+202,625
| New | +$5.07M | 0.95% | 26 |
|
|
2015
Q4 | – | Sell |
-6,136
| Closed | -$193K | – | 364 |
|
|
2015
Q3 | $193K | Buy |
6,136
+471
| +8% | +$14.8K | 0.04% | 302 |
|
|
2015
Q2 | $220K | Hold |
5,665
| – | – | 0.04% | 276 |
|
|
2015
Q1 | $202K | Buy |
5,665
+435
| +8% | +$15.5K | 0.04% | 292 |
|
|
2014
Q4 | $203K | Buy |
+5,230
| New | +$203K | 0.04% | 297 |
|