Canoe Financial’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-443,651
Closed -$49.2M 147
2023
Q3
$49.2M Sell
443,651
-235,429
-35% -$26.1M 1.38% 31
2023
Q2
$58M Sell
679,080
-30,195
-4% -$2.58M 1.21% 39
2023
Q1
$62.3M Buy
+709,275
New +$62.3M 0.87% 49