Winch Advisory Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,820
| Closed | -$98K | – | 359 |
|
|
2018
Q1 | $98K | Buy |
1,820
+1
| +0.1% | +$54 | 0.06% | 89 |
|
|
2017
Q4 | $95K | Buy |
1,819
+285
| +19% | +$14.9K | 0.06% | 77 |
|
|
2017
Q3 | $75K | Sell |
1,534
-4,561
| -75% | -$223K | 0.05% | 76 |
|
|
2017
Q2 | $272K | Sell |
6,095
-2,655
| -30% | -$118K | 0.17% | 69 |
|
|
2017
Q1 | $375K | Buy |
8,750
+6,871
| +366% | +$294K | 0.24% | 58 |
|
|
2016
Q4 | $79K | Buy |
+1,879
| New | +$79K | 0.05% | 86 |
|