WFG Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $120K | Buy |
2,690
+840
| +45% | +$37.5K | 0.03% | 488 |
|
|
2017
Q1 | $79K | Sell |
1,850
-318
| -15% | -$13.6K | 0.02% | 548 |
|
|
2016
Q4 | $92K | Hold |
2,168
| – | – | 0.02% | 542 |
|
|
2016
Q3 | $70K | Sell |
2,168
-392
| -15% | -$12.7K | 0.02% | 623 |
|
|
2016
Q2 | $67K | Buy |
2,560
+2
| +0.1% | +$52 | 0.02% | 615 |
|
|
2016
Q1 | $64K | Buy |
2,558
+120
| +5% | +$3K | 0.02% | 594 |
|
|
2015
Q4 | $78K | Buy |
2,438
+19
| +0.8% | +$608 | 0.02% | 534 |
|
|
2015
Q3 | $76K | Buy |
2,419
+1
| +0% | +$31 | 0.02% | 524 |
|
|
2015
Q2 | $94K | Buy |
2,418
+1
| +0% | +$39 | 0.03% | 549 |
|
|
2015
Q1 | $86K | Sell |
2,417
-1,451
| -38% | -$51.6K | 0.02% | 578 |
|
|
2014
Q4 | $150K | Buy |
3,868
+304
| +9% | +$11.8K | 0.03% | 525 |
|
|
2014
Q3 | $123K | Buy |
3,564
+104
| +3% | +$3.59K | 0.02% | 591 |
|
|
2014
Q2 | $112K | Buy |
3,460
+4
| +0.1% | +$129 | 0.02% | 622 |
|
|
2014
Q1 | $108K | Sell |
3,456
-26,835
| -89% | -$839K | 0.02% | 618 |
|
|
2013
Q4 | $950K | Sell |
30,291
-1,388
| -4% | -$43.5K | 0.14% | 174 |
|
|
2013
Q3 | $854K | Sell |
31,679
-4,418
| -12% | -$119K | 0.13% | 184 |
|
|
2013
Q2 | $882K | Buy |
+36,097
| New | +$882K | 0.15% | 169 |
|