WFG Advisors’s Morgan Stanley Income Sec. Inc ICB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-600
| Closed | -$11K | – | 1719 |
|
|
2017
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 1062 |
|
|
2016
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 1108 |
|
|
2016
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 1082 |
|
|
2016
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 1038 |
|
|
2015
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 1095 |
|
|
2015
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 1108 |
|
|
2015
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 1198 |
|
|
2015
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 1180 |
|
|
2014
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 1434 |
|
|
2014
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 1468 |
|
|
2014
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 1458 |
|
|
2014
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 1443 |
|
|
2013
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 1593 |
|
|
2013
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 1536 |
|
|
2013
Q2 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 1470 |
|