Caerus Investment Advisors’s Morgan Stanley MS Stock Holding History

Caerus Investment Advisors’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$573K	Hold
2023 Q2	$599K	Hold
2023 Q1	$615K	Hold
2022 Q4	$596K	Sell
2022 Q3	$796K	Hold
2022 Q2	$767K	Hold
2022 Q1	$818K	Buy