CWP

Curated Wealth Partners’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,198	Closed	-$293K	–	149
2021 Q2	$293K	Sell	3,198 -497	-13%	-$45.5K	0.16%	114
2021 Q1	$287K	Sell	3,695 -519	-12%	-$40.3K	0.18%	108
2020 Q4	$289K	Buy	+4,214	New	+$289K	0.19%	106