Executive 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
-358
Closed -$16K 540
2019
Q2
$16K Buy
358
+2
+0.6% +$89 ﹤0.01% 512
2019
Q1
$15K Sell
356
-20
-5% -$843 ﹤0.01% 477
2018
Q4
$15K Buy
+376
New +$15K ﹤0.01% 486