Clear Rock Advisors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.51M Buy
25,783
+563
+2% +$54.7K 1.07% 36
2024
Q1
$2.37M Buy
25,220
+345
+1% +$32.5K 1.03% 31
2023
Q4
$2.14M Buy
+24,875
New +$2.14M 0.97% 36