Vantis Investment Advisers’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,200
| Closed | -$203K | – | 25 |
|
|
2020
Q3 | $203K | Buy |
+4,200
| New | +$203K | 0.1% | 20 |
|
|
2019
Q3 | – | Sell |
-48,300
| Closed | -$2.12M | – | 20 |
|
|
2019
Q2 | $2.12M | Sell |
48,300
-163,200
| -77% | -$7.15M | 1.28% | 12 |
|
|
2019
Q1 | $8.93M | Sell |
211,500
-50,300
| -19% | -$2.12M | 7.43% | 4 |
|
|
2018
Q4 | $10.4M | Buy |
261,800
+100,900
| +63% | +$4M | 4.67% | 10 |
|
|
2018
Q3 | $7.49M | Buy |
+160,900
| New | +$7.49M | 3.93% | 8 |
|