Paragon Wealth Strategies’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
-629
Closed -$53.5K 168
2022
Q4
$53.5K Hold
629
0.06% 62
2022
Q3
$50K Buy
+629
New +$50K 0.05% 43
2021
Q3
Sell
-651
Closed -$60K 202
2021
Q2
$60K Buy
+651
New +$60K 0.02% 74