Heritage Wealth Management (Arizona)’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$24.3K	Buy	286 +3	+1%	+$255	﹤0.01%	630
2022 Q3	$22K	Buy	283 +83	+42%	+$6.45K	0.01%	514
2022 Q2	$15.2K	Hold	200	–	–	0.01%	591
2022 Q1	$17K	Buy	+200	New	+$17K	﹤0.01%	623