American Money Management’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 Q1	–	Sell	-7,672	Closed	-$304K	–	80
2018 Q4	$304K	Sell	7,672 -268	-3%	-$11.7K	0.19%	62
2018 Q3	$370K	Sell	7,940 -47,379	-86%	-$2.31M	0.21%	61
2018 Q2	$2.62M	Sell	55,319 -388	-0.7%	-$20.3K	1.59%	31
2018 Q1	$3.01M	Sell	55,707 -3,372	-6%	-$187K	1.88%	26
2017 Q4	$3.1M	Sell	59,079 -16,521	-22%	-$835K	1.88%	26
2017 Q3	$3.64M	Sell	75,600 -780	-1%	-$36.2K	2.42%	10
2017 Q2	$3.4M	Buy	76,380 +5,472	+8%	+$236K	2.42%	8
2017 Q1	$3.04M	Buy	70,908 +2,438	+4%	+$108K	2.24%	12
2016 Q4	$2.89M	Sell	68,470 -2,170	-3%	-$82.1K	2.33%	13
2016 Q3	$2.27M	Buy	+70,640	New	+$2.11M	1.81%	30