Imprint Wealth’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,958
Closed -$338K 173
2023
Q2
$338K Buy
3,958
+11
+0.3% +$939 0.21% 130
2023
Q1
$347K Buy
+3,947
New +$347K 0.23% 119