Winslow Evans & Crocker’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $59K | Buy |
+871
| New | +$59K | 0.01% | 562 |
|
|
2019
Q2 | – | Sell |
-212
| Closed | -$10K | – | 1270 |
|
|
2019
Q1 | $10K | Buy |
212
+62
| +41% | +$2.93K | ﹤0.01% | 822 |
|
|
2018
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 882 |
|
|
2017
Q3 | – | Sell |
-1,275
| Closed | -$54.6K | – | 1206 |
|
|
2017
Q2 | $54.6K | Sell |
1,275
-7,325
| -85% | -$314K | 0.02% | 541 |
|
|
2017
Q1 | $368K | Buy |
+8,600
| New | +$368K | 0.12% | 184 |
|
|
2016
Q3 | – | Sell |
-160
| Closed | -$4.16K | – | 1311 |
|
|
2016
Q2 | $4.16K | Hold |
160
| – | – | ﹤0.01% | 1075 |
|
|
2016
Q1 | $4K | Sell |
160
-168
| -51% | -$4.2K | ﹤0.01% | 1064 |
|
|
2015
Q4 | $10.4K | Hold |
328
| – | – | ﹤0.01% | 897 |
|
|
2015
Q3 | $10.3K | Hold |
328
| – | – | ﹤0.01% | 882 |
|
|
2015
Q2 | $12.7K | Hold |
328
| – | – | ﹤0.01% | 873 |
|
|
2015
Q1 | $11.7K | Hold |
328
| – | – | ﹤0.01% | 850 |
|
|
2014
Q4 | $12.7K | Buy |
328
+168
| +105% | +$6.52K | ﹤0.01% | 832 |
|
|
2014
Q3 | $5.53K | Sell |
160
-168
| -51% | -$5.81K | ﹤0.01% | 1054 |
|
|
2014
Q2 | $10.6K | Sell |
328
-612
| -65% | -$19.8K | ﹤0.01% | 834 |
|
|
2014
Q1 | $29.3K | Hold |
940
| – | – | 0.01% | 597 |
|
|
2013
Q4 | $29K | Buy |
+940
| New | +$29K | 0.01% | 610 |
|