Covenant Multifamily Offices’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$3.09M Hold
31,159
0.56% 27
2021
Q2
$2.86M Buy
31,159
+4,747
+18% +$435K 0.52% 31
2021
Q1
$2.05M Buy
+26,412
New +$2.05M 0.42% 42