LWA

Lowe Wealth Advisors’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100	Closed	-$8.54K	–	341
2023 Q2	$8.54K	Hold	100	–	–	﹤0.01%	228
2023 Q1	$8.78K	Hold	100	–	–	﹤0.01%	217
2022 Q4	$8.5K	Hold	100	–	–	﹤0.01%	223
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	212
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	202
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	206
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	191
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	186
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	191
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	190
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	187
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	193
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	186
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	217
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	204
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	208
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	216
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	189
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	182
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	188
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	169
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	179
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	189
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	185
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	167
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	164
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	168
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	190
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	185
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	173
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	185
2015 Q3	$3K	Sell	100 -2,000	-95%	-$60K	﹤0.01%	182
2015 Q2	$81K	Hold	2,100	–	–	0.05%	53
2015 Q1	$75K	Hold	2,100	–	–	0.05%	53
2014 Q4	$81K	Buy	+2,100	New	+$81K	0.06%	51