Fortis Capital 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
Q2
Sell
-515
Closed -$45.2K 426
2023
Q1
$45.2K Buy
515
+6
+1% +$527 0.02% 297
2022
Q4
$43.3K Buy
+509
New +$43.3K 0.03% 307