GWA
Guidant Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $107K | Hold |
2,500
| – | – | 0.04% | 136 |
|
|
2019
Q2 | $110K | Hold |
2,500
| – | – | 0.04% | 138 |
|
|
2019
Q1 | $106K | Hold |
2,500
| – | – | 0.04% | 141 |
|
|
2018
Q4 | $99K | Sell |
2,500
-34
| -1% | -$1.35K | 0.05% | 103 |
|
|
2018
Q3 | $118K | Hold |
2,534
| – | – | 0.05% | 51 |
|
|
2018
Q2 | $120K | Buy |
2,534
+34
| +1% | +$1.61K | 0.05% | 51 |
|
|
2018
Q1 | $131K | Hold |
2,500
| – | – | 0.06% | 47 |
|
|
2017
Q4 | $132K | Buy |
+2,500
| New | +$132K | 0.06% | 49 |
|