Winfield Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-565
| Closed | -$30K | – | 439 |
|
|
2017
Q4 | $30K | Hold |
565
| – | – | 0.02% | 246 |
|
|
2017
Q3 | $27K | Hold |
565
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $25K | Hold |
565
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $24K | Sell |
565
-55
| -9% | -$2.34K | 0.01% | 246 |
|
|
2016
Q4 | $26K | Buy |
620
+225
| +57% | +$9.44K | 0.02% | 234 |
|
|
2016
Q3 | $13K | Hold |
395
| – | – | 0.01% | 311 |
|
|
2016
Q2 | $10K | Sell |
395
-45
| -10% | -$1.14K | 0.01% | 329 |
|
|
2016
Q1 | $11K | Buy |
+440
| New | +$11K | 0.01% | 308 |
|