Mid Atlantic Financial Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$318K Sell
2021
Q2
$303K Sell
2021
Q1
$290K Buy
2019
Q3
Sell
2019
Q2
$245K Sell
2019
Q1
$376K Sell
2018
Q4
$361K Buy