Frontier Wealth Management’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$365K Buy
2021
Q4
$402K Buy
2021
Q3
$398K Buy
2017
Q4
Sell
2017
Q3
$251K Sell
2017
Q2
$302K Buy
2017
Q1
$225K Buy