Okabena Investment Services’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-257
Closed -$21.9K 134
2023
Q2
$21.9K Buy
+257
New +$21.9K 0.02% 88
2023
Q1
Sell
-386
Closed -$32.8K 233
2022
Q4
$32.8K Buy
+386
New +$32.8K 0.02% 106