Doyle 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
2019
Q3
Sell
-1,736
Closed -$76K 538
2019
Q2
$76K Buy
+1,736
New +$76K 0.01% 300
2019
Q1
Sell
-1,736
Closed -$69K 523
2018
Q4
$69K Buy
+1,736
New +$69K 0.01% 306