Diversified’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$286K Buy
2,740
+22
+0.8% +$2.29K 0.03% 184
2024
Q2
$264K Buy
+2,718
New +$264K 0.03% 185
2021
Q1
Sell
-716
Closed -$35K 241
2020
Q4
$35K Buy
+716
New +$35K 0.03% 207