Western Pacific 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
2023
Q2
Sell
-221
Closed -$19.4K 298
2023
Q1
$19.4K Sell
221
-196
-47% -$17.2K 0.01% 183
2022
Q4
$35.5K Buy
+417
New +$35.5K 0.03% 147
2022
Q1
Sell
-300
Closed -$29K 234
2021
Q4
$29K Buy
+300
New +$29K 0.02% 135