Cassady Schiller Wealth Management’s Morgan Stanley MS Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$7.42K	Buy
2024 Q2	–	Sell
2024 Q1	$3.58K	Hold
2023 Q4	$3.54K	Hold
2023 Q3	$3.1K	Buy
2022 Q1	–	Sell
2021 Q4	$3K	Buy