Moody Aldrich Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-11,533
Closed -$896K 185
2021
Q1
$896K Hold
11,533
0.13% 127
2020
Q4
$790K Buy
+11,533
New +$790K 0.13% 125
2020
Q3
Sell
-8,890
Closed -$429K 176
2020
Q2
$429K Buy
+8,890
New +$429K 0.09% 127