Valley Brook Capital Group’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-469
Closed -$36K 297
2021
Q1
$36K Buy
469
+62
+15% +$4.76K 0.03% 252
2020
Q4
$27K Buy
+407
New +$27K 0.03% 255