MPS Loria Financial Planners’s Morgan Stanley MS Stock Holding History

MPS Loria Financial Planners’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$212K	Buy
2021 Q2	–	Sell
2021 Q1	$96K	Buy
2020 Q4	$84K	Buy
2020 Q3	$8K	Buy
2020 Q2	$7K	Buy
2017 Q3	–	Sell
2017 Q2	$7K	Buy