Fiduciary Planning’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-207	Closed	-$16K	–	188
2021 Q1	$16K	Buy	207 +1	+0.5%	+$77	0.02%	125
2020 Q4	$14K	Buy	206 +2	+1%	+$136	0.02%	132
2020 Q3	$10K	Buy	+204	New	+$10K	0.02%	109