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Surevest’s Morgan Stanley MS Stock Holding History

Surevest’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$33K Buy
411
+111
+37% +$8.91K 0.01% 211
2022
Q2 		$23K Hold
300
– – 0.01% 251
2022
Q1 		$26K Hold
300
– – 0.01% 221
2021
Q4 		$29K Buy
+300
New +$29K 0.01% 215