Wells Trecaso Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,583
| Closed | -$221K | – | 75 |
|
|
2020
Q2 | $221K | Sell |
4,583
-1,500
| -25% | -$72.3K | 0.15% | 62 |
|
|
2020
Q1 | $207K | Hold |
6,083
| – | – | 0.18% | 58 |
|
|
2019
Q4 | $311K | Sell |
6,083
-83
| -1% | -$4.24K | 0.22% | 56 |
|
|
2019
Q3 | $263K | Sell |
6,166
-83
| -1% | -$3.54K | 0.21% | 59 |
|
|
2019
Q2 | $274K | Sell |
6,249
-2,900
| -32% | -$127K | 0.23% | 57 |
|
|
2019
Q1 | $386K | Hold |
9,149
| – | – | 0.32% | 53 |
|
|
2018
Q4 | $363K | Sell |
9,149
-2,283
| -20% | -$90.6K | 0.35% | 53 |
|
|
2018
Q3 | $532K | Sell |
11,432
-2
| -0% | -$93 | 0.44% | 46 |
|
|
2018
Q2 | $542K | Hold |
11,434
| – | – | 0.51% | 41 |
|
|
2018
Q1 | $617K | Sell |
11,434
-1,040
| -8% | -$56.1K | 0.59% | 34 |
|
|
2017
Q4 | $655K | Buy |
+12,474
| New | +$655K | 0.64% | 32 |
|