Oxler Private Wealth’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-804
Closed -$63.6K 298
2022
Q3
$63.6K Hold
804
0.04% 177
2022
Q2
$61.2K Buy
+804
New +$61.2K 0.03% 142
2021
Q1
Sell
-769
Closed -$52K 178
2020
Q4
$52K Buy
+769
New +$52K 0.03% 157