Northwest Financial 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 Q4	–	Sell	-28	Closed	-$2.87K	–	378
2024 Q3	$2.87K	Buy	+28	New	+$2.87K	﹤0.01%	483
2024 Q1	–	Sell	-27	Closed	-$2.5K	–	361
2023 Q4	$2.5K	Buy	+27	New	+$2.5K	﹤0.01%	480