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Alteri Wealth’s Morgan Stanley MS Stock Holding History

Alteri Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
2,277
+83
+4% +$11.7K 0.12% 189
2025
Q1 		$256K Sell
2,194
-231
-10% -$27K 0.11% 208
2024
Q4 		$305K Buy
+2,425
New +$305K 0.08% 177