WFA
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West Financial Advisors’s Morgan Stanley MS Stock Holding History

West Financial Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-125
Closed -$10.2K – 191
2023
Q3 		$10.2K Buy
+125
New +$10.2K ﹤0.01% 128