Pinnacle 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
Q2
$247K Sell
3,253
-322
-9% -$24.4K 0.1% 226
2022
Q1
$312K Sell
3,575
-361
-9% -$31.5K 0.1% 217
2021
Q4
$386K Buy
+3,936
New +$386K 0.12% 179