Drive Wealth Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,760
Closed -$286K 178
2022
Q2
$286K Sell
3,760
-668
-15% -$50.8K 0.26% 112
2022
Q1
$387K Buy
4,428
+702
+19% +$61.4K 0.33% 85
2021
Q4
$366K Buy
+3,726
New +$366K 0.32% 85