Detalus Advisors’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,800	Closed	-$238K	–	148
2022 Q4	$238K	Hold	2,800	–	–	0.12%	116
2022 Q3	$221K	Sell	2,800 -349	-11%	-$27.5K	0.13%	113
2022 Q2	$240K	Buy	+3,149	New	+$240K	0.14%	101