Harvest Investment Services’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,802
Closed -$272K 298
2021
Q3
$272K Sell
2,802
-51
-2% -$4.95K 0.11% 225
2021
Q2
$261K Sell
2,853
-104
-4% -$9.51K 0.11% 237
2021
Q1
$229K Buy
+2,957
New +$229K 0.1% 227