Stratton 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
Q4 | $3.31M | Sell |
103,975
-21,865
| -17% | -$695K | 0.4% | 103 |
|
|
2015
Q3 | $3.96M | Buy |
125,840
+36,355
| +41% | +$1.15M | 0.45% | 90 |
|
|
2015
Q2 | $3.47M | Sell |
89,485
-2,515
| -3% | -$97.6K | 0.15% | 167 |
|
|
2015
Q1 | $3.28M | Sell |
92,000
-6,415
| -7% | -$229K | 0.13% | 181 |
|
|
2014
Q4 | $3.82M | Buy |
+98,415
| New | +$3.82M | 0.16% | 161 |
|