SAM
Symphony Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,214
| Closed | -$522K | – | 115 |
|
|
2019
Q4 | $522K | Sell |
10,214
-292
| -3% | -$14.9K | 0.12% | 109 |
|
|
2019
Q3 | $448K | Buy |
+10,506
| New | +$448K | 0.1% | 117 |
|
|
2019
Q1 | – | Sell |
-17,701
| Closed | -$702K | – | 197 |
|
|
2018
Q4 | $702K | Buy |
+17,701
| New | +$702K | 0.21% | 49 |
|