Vantage Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $12K | Buy |
637
+387
| +155% | +$7.29K | ﹤0.01% | 509 |
|
|
2018
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 507 |
|
|
2018
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 510 |
|
|
2017
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 528 |
|
|
2017
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 530 |
|
|
2017
Q2 | $11K | Sell |
250
-100
| -29% | -$4.4K | ﹤0.01% | 529 |
|
|
2017
Q1 | $15K | Hold |
350
| – | – | ﹤0.01% | 452 |
|
|
2016
Q4 | $15K | Sell |
350
-550
| -61% | -$23.6K | 0.01% | 447 |
|
|
2016
Q3 | $29K | Sell |
900
-42,925
| -98% | -$1.38M | 0.01% | 329 |
|
|
2016
Q2 | $1.14M | Sell |
43,825
-4,280
| -9% | -$111K | 0.48% | 51 |
|
|
2016
Q1 | $1.2M | Buy |
48,105
+15,275
| +47% | +$382K | 0.53% | 45 |
|
|
2015
Q4 | $1.04M | Buy |
32,830
+3,452
| +12% | +$110K | 0.52% | 46 |
|
|
2015
Q3 | $925K | Buy |
29,378
+910
| +3% | +$28.7K | 0.52% | 49 |
|
|
2015
Q2 | $1.1M | Sell |
28,468
-20,613
| -42% | -$799K | 0.61% | 46 |
|
|
2015
Q1 | $1.75M | Buy |
49,081
+24,603
| +101% | +$878K | 0.5% | 52 |
|
|
2014
Q4 | $950K | Buy |
24,478
+845
| +4% | +$32.8K | 0.54% | 50 |
|
|
2014
Q3 | $817K | Buy |
23,633
+2,235
| +10% | +$77.3K | 0.5% | 49 |
|
|
2014
Q2 | $692K | Sell |
21,398
-630
| -3% | -$20.4K | 0.42% | 49 |
|
|
2014
Q1 | $687K | Buy |
22,028
+515
| +2% | +$16.1K | 0.45% | 50 |
|
|
2013
Q4 | $675K | Buy |
+21,513
| New | +$675K | 0.46% | 50 |
|