McElhenny Sheffield Capital Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$25.5K	–	415
2022 Q4	$25.5K	Buy	+300	New	+$25.5K	0.01%	232
2021 Q4	–	Sell	-13,100	Closed	-$1.28M	–	131
2021 Q3	$1.28M	Buy	+13,100	New	+$1.28M	0.58%	20