Provence Wealth Management Group’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$322K	Buy	3,453 +3,159	+1,074%	+$295K	0.17%	119
2023 Q3	$24K	Sell	294 -2,186	-88%	-$179K	0.01%	247
2023 Q2	$212K	Sell	2,480 -663	-21%	-$56.6K	0.12%	145
2023 Q1	$276K	Buy	+3,143	New	+$276K	0.18%	112