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Milestone Wealth’s Morgan Stanley MS Stock Holding History

Milestone Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$156K Hold
1,965
– – 0.17% 60
2022
Q2 		$149K Buy
1,965
+1,448
+280% +$110K 0.16% 61
2022
Q1 		$51K Hold
517
– – 0.04% 135
2021
Q4 		$51K Buy
+517
New +$51K 0.04% 135