WealthTrust-Arizona’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $60K | Buy |
1,508
+300
| +25% | +$11.9K | 0.03% | 136 |
|
|
2018
Q3 | $56K | Hold |
1,208
| – | – | 0.03% | 151 |
|
|
2018
Q2 | $57K | Hold |
1,208
| – | – | 0.03% | 139 |
|
|
2018
Q1 | $65K | Hold |
1,208
| – | – | 0.03% | 126 |
|
|
2017
Q4 | $63K | Hold |
1,208
| – | – | 0.03% | 143 |
|
|
2017
Q3 | $58K | Hold |
1,208
| – | – | 0.03% | 146 |
|
|
2017
Q2 | $54K | Hold |
1,208
| – | – | 0.03% | 146 |
|
|
2017
Q1 | $52K | Hold |
1,208
| – | – | 0.03% | 155 |
|
|
2016
Q4 | $51K | Hold |
1,208
| – | – | 0.03% | 148 |
|
|
2016
Q3 | $39K | Hold |
1,208
| – | – | 0.02% | 172 |
|
|
2016
Q2 | $31K | Hold |
1,208
| – | – | 0.02% | 193 |
|
|
2016
Q1 | $30K | Sell |
1,208
-8
| -0.7% | -$199 | 0.02% | 192 |
|
|
2015
Q4 | $39K | Hold |
1,216
| – | – | 0.02% | 179 |
|
|
2015
Q3 | $38K | Hold |
1,216
| – | – | 0.02% | 180 |
|
|
2015
Q2 | $47K | Hold |
1,216
| – | – | 0.03% | 167 |
|
|
2015
Q1 | $43K | Buy |
1,216
+8
| +0.7% | +$283 | 0.03% | 180 |
|
|
2014
Q4 | $47K | Hold |
1,208
| – | – | 0.04% | 157 |
|
|
2014
Q3 | $42K | Hold |
1,208
| – | – | 0.05% | 181 |
|
|
2014
Q2 | $39K | Sell |
1,208
-525
| -30% | -$17K | 0.04% | 198 |
|
|
2014
Q1 | $54K | Buy |
1,733
+525
| +43% | +$16.4K | 0.06% | 150 |
|
|
2013
Q4 | $38K | Hold |
1,208
| – | – | 0.04% | 176 |
|
|
2013
Q3 | $33K | Hold |
1,208
| – | – | 0.04% | 183 |
|
|
2013
Q2 | $30K | Buy |
+1,208
| New | +$30K | 0.04% | 178 |
|