MD Financial Management’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
$2.54M Buy
25,907
+4,600
+22% +$452K 0.06% 153
2021
Q3
$2.07M Sell
21,307
-10,011
-32% -$974K 0.05% 175
2021
Q2
$2.87M Buy
+31,318
New +$2.87M 0.08% 89