Caitlin John’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10
Closed -$972 899
2024
Q2
$972 Buy
10
+7
+233% +$680 ﹤0.01% 718
2024
Q1
$291 Sell
3
-1
-25% -$97 ﹤0.01% 815
2023
Q4
$379 Buy
+4
New +$379 ﹤0.01% 819