Novare Capital Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,775	Closed	-$236K	–	178
2022 Q4	$236K	Buy	2,775 +15	+0.5%	+$1.28K	0.03%	163
2022 Q3	$218K	Sell	2,760 -225	-8%	-$17.8K	0.03%	158
2022 Q2	$227K	Sell	2,985 -960	-24%	-$73K	0.03%	152
2022 Q1	$345K	Buy	+3,945	New	+$345K	0.04%	135