Zweig-DiMenna Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-110,000
| Closed | -$5.31M | – | 140 |
|
|
2020
Q2 | $5.31M | Buy |
+110,000
| New | +$5.31M | 0.56% | 63 |
|
|
2019
Q3 | – | Sell |
-49,697
| Closed | -$2.18M | – | 109 |
|
|
2019
Q2 | $2.18M | Buy |
+49,697
| New | +$2.18M | 0.21% | 83 |
|
|
2018
Q3 | – | Sell |
-54,910
| Closed | -$2.6M | – | 157 |
|
|
2018
Q2 | $2.6M | Buy |
+54,910
| New | +$2.6M | 0.16% | 95 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$428K | – | 235 |
|
|
2017
Q1 | $428K | Sell |
10,000
-191,307
| -95% | -$8.19M | 0.04% | 118 |
|
|
2016
Q4 | $8.51M | Buy |
+201,307
| New | +$8.51M | 0.61% | 65 |
|
|
2016
Q3 | – | Sell |
-8,900
| Closed | -$231K | – | 177 |
|
|
2016
Q2 | $231K | Buy |
+8,900
| New | +$231K | 0.02% | 114 |
|
|
2016
Q1 | – | Sell |
-9,300
| Closed | -$296K | – | 243 |
|
|
2015
Q4 | $296K | Buy |
+9,300
| New | +$296K | 0.01% | 182 |
|