Wealthfront’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 | $3.54M | Sell |
76,038
-3,479
| -4% | -$162K | 0.03% | 84 |
|
|
2018
Q2 | $3.77M | Sell |
79,517
-16,806
| -17% | -$797K | 0.04% | 77 |
|
|
2018
Q1 | $5.2M | Buy |
96,323
+932
| +1% | +$50.3K | 0.05% | 59 |
|
|
2017
Q4 | $5.01M | Buy |
95,391
+8,165
| +9% | +$428K | 0.06% | 60 |
|
|
2017
Q3 | $4.2M | Buy |
87,226
+10,584
| +14% | +$510K | 0.05% | 69 |
|
|
2017
Q2 | $3.42M | Buy |
76,642
+17,355
| +29% | +$773K | 0.05% | 64 |
|
|
2017
Q1 | $2.54M | Buy |
59,287
+3,598
| +6% | +$154K | 0.05% | 67 |
|
|
2016
Q4 | $2.35M | Buy |
55,689
+7,886
| +16% | +$333K | 0.05% | 64 |
|
|
2016
Q3 | $1.53M | Buy |
47,803
+19,944
| +72% | +$640K | 0.04% | 76 |
|
|
2016
Q2 | $724K | Sell |
27,859
-4,847
| -15% | -$126K | 0.02% | 126 |
|
|
2016
Q1 | $818K | Buy |
32,706
+11,590
| +55% | +$290K | 0.03% | 99 |
|
|
2015
Q4 | $672K | Buy |
21,116
+1,720
| +9% | +$54.7K | 0.02% | 111 |
|
|
2015
Q3 | $611K | Sell |
19,396
-4,877
| -20% | -$154K | 0.02% | 115 |
|
|
2015
Q2 | $942K | Buy |
24,273
+4,196
| +21% | +$163K | 0.04% | 61 |
|
|
2015
Q1 | $717K | Buy |
20,077
+3,649
| +22% | +$130K | 0.03% | 61 |
|
|
2014
Q4 | $637K | Buy |
16,428
+5,682
| +53% | +$220K | 0.04% | 58 |
|
|
2014
Q3 | $371K | Buy |
10,746
+2,079
| +24% | +$71.8K | 0.03% | 79 |
|
|
2014
Q2 | $283K | Buy |
8,667
+5,939
| +218% | +$194K | 0.02% | 71 |
|
|
2014
Q1 | $85K | Buy |
+2,728
| New | +$85K | 0.01% | 160 |
|