Pathway Financial Advisers’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,053
Closed -$98.2K 481
2023
Q4
$98.2K Buy
1,053
+9
+0.9% +$839 0.04% 188
2023
Q3
$85.3K Buy
+1,044
New +$85.3K 0.04% 197
2023
Q1
$84.2K Buy
959
+6
+0.6% +$527 0.03% 197
2022
Q4
$81.1K Buy
+953
New +$81.1K 0.03% 208