Midland Wealth Advisors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,456
Closed -$239K 215
2024
Q2
$239K Buy
2,456
+153
+7% +$14.9K 0.01% 191
2024
Q1
$217K Buy
2,303
+17
+0.7% +$1.6K 0.01% 185
2023
Q4
$213K Buy
+2,286
New +$213K 0.01% 184