Winslow Evans & Crocker’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $59K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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|
2018
Q4 | $6K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $54.6K | Sell |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4.16K | Hold |
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|
2016
Q1 | $4K | Sell |
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|
2015
Q4 | $10.4K | Hold |
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|
2015
Q3 | $10.3K | Hold |
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|
2015
Q2 | $12.7K | Hold |
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|
2015
Q1 | $11.7K | Hold |
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|
2014
Q4 | $12.7K | Buy |
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|
2014
Q3 | $5.53K | Sell |
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|
2014
Q2 | $10.6K | Sell |
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|
2014
Q1 | $29.3K | Hold |
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|
2013
Q4 | $29K | Buy |
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