FMA Advisory’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
$3.62M Sell
37,177
-1,693
-4% -$165K 1.35% 22
2021
Q2
$3.56M Sell
38,870
-965
-2% -$88.5K 1.32% 23
2021
Q1
$3.09M Buy
39,835
+4,130
+12% +$321K 0.96% 33
2020
Q4
$2.45M Buy
+35,705
New +$2.45M 0.82% 43