Winthrop Partners - WNY’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $297K | Hold |
6,962
| – | – | 0.2% | 88 |
|
|
2019
Q2 | $305K | Buy |
6,962
+778
| +13% | +$34.1K | 0.23% | 85 |
|
|
2019
Q1 | $269K | Buy |
6,184
+622
| +11% | +$27.1K | 0.21% | 89 |
|
|
2018
Q4 | $221K | Hold |
5,562
| – | – | 0.21% | 91 |
|
|
2018
Q3 | $259K | Hold |
5,562
| – | – | 0.21% | 96 |
|
|
2018
Q2 | $264K | Hold |
5,562
| – | – | 0.22% | 94 |
|
|
2018
Q1 | $297K | Hold |
5,562
| – | – | 0.23% | 97 |
|
|
2017
Q4 | $326K | Buy |
+5,562
| New | +$326K | 0.27% | 93 |
|