TCV Trust & Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $215K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $285K | Sell |
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|
2015
Q2 | $408K | Sell |
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|
2015
Q1 | $740K | Sell |
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|
2014
Q4 | $1.84M | Sell |
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|
2014
Q3 | $4.04M | Sell |
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|
2014
Q2 | $3.8M | Buy |
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|
2014
Q1 | $3.61M | Buy |
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|
2013
Q4 | $3.51M | Buy |
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|
2013
Q3 | $2.92M | Buy |
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|
2013
Q2 | $1.05M | Buy |
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