Capital Wealth Planning’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-32,050
Closed -$1.52M 104
2018
Q2
$1.52M Buy
32,050
+27,650
+628% +$1.31M 1.06% 21
2018
Q1
$237K Buy
+4,400
New +$237K 0.16% 61