WFG Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $120K | Buy |
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|
2017
Q1 | $79K | Sell |
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|
2016
Q4 | $92K | Hold |
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|
2016
Q3 | $70K | Sell |
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|
2016
Q2 | $67K | Buy |
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|
2016
Q1 | $64K | Buy |
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|
2015
Q4 | $78K | Buy |
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|
2015
Q3 | $76K | Buy |
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|
2015
Q2 | $94K | Buy |
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|
2015
Q1 | $86K | Sell |
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|
2014
Q4 | $150K | Buy |
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|
2014
Q3 | $123K | Buy |
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|
2014
Q2 | $112K | Buy |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $950K | Sell |
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|
2013
Q3 | $854K | Sell |
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|
2013
Q2 | $882K | Buy |
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