American Economic Planning Group’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$243K Hold
2019
Q2
$250K Sell
2019
Q1
$247K Sell
2018
Q4
$237K Hold
2018
Q3
$278K Sell
2018
Q2
$283K Hold
2018
Q1
$322K Buy
2017
Q4
$306K Buy