ShoreHaven Wealth Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+1,420
New +$200K 0.08% 98
2021
Q2
Sell
-660
Closed -$51K 184
2021
Q1
$51K Buy
+660
New +$51K 0.03% 117