Steward Financial 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 Q3	$45K	Buy	559 +79	+16%	+$6.36K	0.01%	159
2023 Q2	$40K	Buy	+480	New	+$40K	0.01%	168
2022 Q3	–	Sell	-144	Closed	-$10K	–	849
2022 Q2	$10K	Buy	+144	New	+$10K	0.01%	242