Kalos Management, Inc. Morgan Stanley Transaction History

Kalos Management, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 14, 2019	SELL	$39.1 - $45.74 $656,919 - $768,477	-16,801 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$40.69 - $48.46 $112,141 - $133,555	2,756 Added 19.62%	16,801 $666,000
Q1 2019 May 15, 2019	SELL	$39.68 - $44.49 $109,358 - $122,614	-2,756 Reduced 16.4%	14,045 $592,000
Q4 2018 Feb 13, 2019	BUY	$37.01 - $47.27 $17,949 - $22,925	485 Added 2.97%	16,801 $666,000
Q3 2018 Nov 14, 2018	BUY	$46.57 - $51.05 $48,432 - $53,092	1,040 Added 6.81%	16,316 $759,000
Q2 2018 Aug 14, 2018	BUY	$47.19 - $55.22 $720,874 - $843,540	15,276 New	15,276 $724,000

2,089

1.33B

26.6M

27.2M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $202B
Description
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...

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