TrinityPoint Wealth’s Morgan Stanley MS Stock Holding History

TrinityPoint Wealth’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$222K	Sell
2024 Q3	$211K	Buy
2022 Q1	–	Sell
2021 Q4	$218K	Sell
2021 Q3	$304K	Buy
2021 Q2	$258K	Buy