Townsend & Associates’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-23,635
Closed -$2.3M 77
2021
Q3
$2.3M Buy
23,635
+26
+0.1% +$2.53K 1.14% 31
2021
Q2
$2.19M Buy
23,609
+467
+2% +$43.3K 1.28% 31
2021
Q1
$1.8M Buy
+23,142
New +$1.8M 1.17% 34