Planning Capital Management Corporation’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$37.2K Buy
357
+191
+115% +$19.9K 0.02% 211
2024
Q2
$16.1K Hold
166
0.01% 331
2024
Q1
$15.6K Sell
166
-61
-27% -$5.74K 0.01% 343
2023
Q4
$21.2K Buy
+227
New +$21.2K 0.02% 285