WC
Whitnell & Co’s Morgan Stanley MS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $915K | Hold |
17,900
| – | – | 0.28% | 84 |
|
2019
Q3 | $764K | Hold |
17,900
| – | – | 0.26% | 89 |
|
2019
Q2 | $784K | Hold |
17,900
| – | – | 0.29% | 80 |
|
2019
Q1 | $755K | Hold |
17,900
| – | – | 0.29% | 81 |
|
2018
Q4 | $710K | Hold |
17,900
| – | – | 0.31% | 77 |
|
2018
Q3 | $834K | Hold |
17,900
| – | – | 0.33% | 71 |
|
2018
Q2 | $848K | Hold |
17,900
| – | – | 0.35% | 70 |
|
2018
Q1 | $966K | Hold |
17,900
| – | – | 0.4% | 65 |
|
2017
Q4 | $939K | Hold |
17,900
| – | – | 0.39% | 67 |
|
2017
Q3 | $862K | Hold |
17,900
| – | – | 0.38% | 75 |
|
2017
Q2 | $798K | Hold |
17,900
| – | – | 0.35% | 77 |
|
2017
Q1 | $767K | Hold |
17,900
| – | – | 0.34% | 78 |
|
2016
Q4 | $756K | Hold |
17,900
| – | – | 0.35% | 78 |
|
2016
Q3 | $574K | Hold |
17,900
| – | – | 0.2% | 90 |
|
2016
Q2 | $465K | Hold |
17,900
| – | – | 0.15% | 108 |
|
2016
Q1 | $448K | Hold |
17,900
| – | – | 0.17% | 112 |
|
2015
Q4 | $569K | Hold |
17,900
| – | – | 0.21% | 98 |
|
2015
Q3 | $564K | Hold |
17,900
| – | – | 0.22% | 95 |
|
2015
Q2 | $694K | Hold |
17,900
| – | – | 0.25% | 91 |
|
2015
Q1 | $639K | Hold |
17,900
| – | – | 0.24% | 92 |
|
2014
Q4 | $695K | Hold |
17,900
| – | – | 0.26% | 92 |
|
2014
Q3 | $619K | Hold |
17,900
| – | – | 0.25% | 99 |
|
2014
Q2 | $579K | Hold |
17,900
| – | – | 0.26% | 97 |
|
2014
Q1 | $558K | Hold |
17,900
| – | – | 0.26% | 98 |
|
2013
Q4 | $561K | Hold |
17,900
| – | – | 0.26% | 101 |
|
2013
Q3 | $482K | Sell |
17,900
-4
| -0% | -$108 | 0.24% | 101 |
|
2013
Q2 | $437K | Buy |
+17,904
| New | +$437K | 0.22% | 101 |
|