Stonehage Fleming Financial Services’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,170
Closed -$1.02M 226
2021
Q2
$1.02M Hold
11,170
0.03% 74
2021
Q1
$867K Buy
11,170
+895
+9% +$69.5K 0.03% 83
2020
Q4
$704K Buy
+10,275
New +$704K 0.02% 100