Stewart & Patten Company’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,224
| Closed | -$241K | – | 97 |
|
|
2014
Q4 | $241K | Hold |
6,224
| – | – | 0.05% | 87 |
|
|
2014
Q3 | $215K | Hold |
6,224
| – | – | 0.04% | 89 |
|
|
2014
Q2 | $201K | Sell |
6,224
-1,400
| -18% | -$45.2K | 0.04% | 92 |
|
|
2014
Q1 | $238K | Hold |
7,624
| – | – | 0.05% | 87 |
|
|
2013
Q4 | $239K | Sell |
7,624
-400
| -5% | -$12.5K | 0.05% | 95 |
|
|
2013
Q3 | $216K | Buy |
+8,024
| New | +$216K | 0.05% | 94 |
|