Financial Synergies Wealth 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 | – | Sell |
-70
| Closed | -$6.59K | – | 302 |
|
|
2024
Q1 | $6.59K | Buy |
70
+7
| +11% | +$659 | ﹤0.01% | 266 |
|
|
2023
Q4 | $5.36K | Sell |
63
-7
| -10% | -$595 | ﹤0.01% | 214 |
|
|
2023
Q3 | $5.72K | Hold |
70
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $5.98K | Sell |
70
-17
| -20% | -$1.45K | ﹤0.01% | 254 |
|
|
2023
Q1 | $7.64K | Buy |
87
+24
| +38% | +$2.11K | ﹤0.01% | 244 |
|
|
2022
Q4 | $5.36K | Buy |
+63
| New | +$5.36K | ﹤0.01% | 214 |
|