BWA
Burt Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+1,505
| New | +$212K | 0.05% | 114 |
|
|
2021
Q1 | – | Sell |
-884
| Closed | -$61K | – | 258 |
|
|
2020
Q4 | $61K | Hold |
884
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $43K | Hold |
884
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $43K | Hold |
884
| – | – | 0.02% | 185 |
|
|
2020
Q1 | $30K | Hold |
884
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $45K | Hold |
884
| – | – | 0.02% | 178 |
|
|
2019
Q3 | $38K | Hold |
884
| – | – | 0.02% | 190 |
|
|
2019
Q2 | $39K | Hold |
884
| – | – | 0.02% | 185 |
|
|
2019
Q1 | $37K | Hold |
884
| – | – | 0.02% | 194 |
|
|
2018
Q4 | $35K | Hold |
884
| – | – | 0.02% | 192 |
|
|
2018
Q3 | $41K | Hold |
884
| – | – | 0.02% | 194 |
|
|
2018
Q2 | $42K | Hold |
884
| – | – | 0.02% | 188 |
|
|
2018
Q1 | $48K | Hold |
884
| – | – | 0.02% | 184 |
|
|
2017
Q4 | $46K | Hold |
884
| – | – | 0.03% | 189 |
|
|
2017
Q3 | $43K | Hold |
884
| – | – | 0.03% | 185 |
|
|
2017
Q2 | $39K | Hold |
884
| – | – | 0.03% | 209 |
|
|
2017
Q1 | $38K | Hold |
884
| – | – | 0.03% | 188 |
|
|
2016
Q4 | $37K | Hold |
884
| – | – | 0.03% | 188 |
|
|
2016
Q3 | $28K | Hold |
884
| – | – | 0.03% | 195 |
|
|
2016
Q2 | $22K | Hold |
884
| – | – | 0.02% | 210 |
|
|
2016
Q1 | $22K | Hold |
884
| – | – | 0.02% | 239 |
|
|
2015
Q4 | $28K | Hold |
884
| – | – | 0.02% | 178 |
|
|
2015
Q3 | $27K | Hold |
884
| – | – | 0.03% | 162 |
|
|
2015
Q2 | $34K | Hold |
884
| – | – | 0.04% | 165 |
|
|
2015
Q1 | $36K | Hold |
884
| – | – | 0.04% | 156 |
|
|
2014
Q4 | $34K | Buy |
+884
| New | +$34K | 0.04% | 157 |
|