Vigilare Wealth Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,870
Closed -$218K 116
2022
Q2
$218K Sell
2,870
-819
-22% -$62.2K 0.24% 100
2022
Q1
$322K Buy
3,689
+829
+29% +$72.4K 0.26% 94
2021
Q4
$281K Buy
+2,860
New +$281K 0.17% 144