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Cape Investment Advisory’s Morgan Stanley MS Stock Holding History

Cape Investment Advisory’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 		$3.8K Buy
27
+11
+69% +$1.55K ﹤0.01% 816
2025
Q1 		$1.87K Sell
16
-4
-20% -$467 ﹤0.01% 902
2024
Q4 		$2.51K Buy
+20
New +$2.51K ﹤0.01% 848