Turner Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,710
| Closed | -$210K | – | 169 |
|
|
2017
Q2 | $210K | Sell |
4,710
-1,170
| -20% | -$52.2K | 0.14% | 182 |
|
|
2017
Q1 | $252K | Sell |
5,880
-260
| -4% | -$11.1K | 0.16% | 160 |
|
|
2016
Q4 | $259K | Buy |
+6,140
| New | +$259K | 0.1% | 210 |
|
|
2015
Q1 | – | Sell |
-43,162
| Closed | -$1.68M | – | 487 |
|
|
2014
Q4 | $1.68M | Sell |
43,162
-11,539
| -21% | -$448K | 0.2% | 175 |
|
|
2014
Q3 | $1.89M | Sell |
54,701
-19,826
| -27% | -$685K | 0.11% | 262 |
|
|
2014
Q2 | $2.41M | Sell |
74,527
-347,316
| -82% | -$11.2M | 0.11% | 245 |
|
|
2014
Q1 | $13.1M | Buy |
+421,843
| New | +$13.1M | 0.35% | 81 |
|