TradeWorx’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-8,680
| Closed | -$271K | – | 417 |
|
|
2014
Q1 | $271K | Buy |
+8,680
| New | +$271K | 0.24% | 199 |
|
|
2013
Q4 | – | Sell |
-36,963
| Closed | -$996K | – | 559 |
|
|
2013
Q3 | $996K | Sell |
36,963
-2,723
| -7% | -$73.4K | 0.46% | 51 |
|
|
2013
Q2 | $970K | Buy |
+39,686
| New | +$970K | 0.42% | 50 |
|