Pinnacle Family Advisors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,707
Closed -$361K 144
2021
Q3
$361K Buy
3,707
+46
+1% +$4.48K 0.16% 90
2021
Q2
$336K Buy
3,661
+286
+8% +$26.2K 0.15% 93
2021
Q1
$262K Buy
+3,375
New +$262K 0.14% 102