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Goldstein Advisors’s Morgan Stanley MS Stock Holding History

Goldstein Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
1,643
-173
-10% -$24.4K 0.03% 169
2025
Q1 		$212K Sell
1,816
-153
-8% -$17.9K 0.03% 173
2024
Q4 		$248K Buy
1,969
+21
+1% +$2.64K 0.04% 156
2024
Q3 		$203K Buy
+1,948
New +$203K 0.03% 175