Invenio Wealth Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,822
| Closed | -$355K | – | 102 |
|
|
2024
Q4 | $355K | Buy |
2,822
+44
| +2% | +$5.53K | 0.15% | 65 |
|
|
2024
Q3 | $290K | Buy |
2,778
+90
| +3% | +$9.38K | 0.13% | 79 |
|
|
2024
Q2 | $261K | Buy |
2,688
+61
| +2% | +$5.93K | 0.13% | 82 |
|
|
2024
Q1 | $247K | Buy |
2,627
+84
| +3% | +$7.91K | 0.13% | 83 |
|
|
2023
Q4 | $237K | Buy |
+2,543
| New | +$237K | 0.17% | 81 |
|