LAS
LWM Advisory Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,863
| Closed | -$305K | – | 116 |
|
|
2022
Q3 | $305K | Buy |
3,863
+820
| +27% | +$64.7K | 0.35% | 80 |
|
|
2022
Q2 | $231K | Buy |
3,043
+367
| +14% | +$27.9K | 0.28% | 97 |
|
|
2022
Q1 | $234K | Buy |
2,676
+486
| +22% | +$42.5K | 0.29% | 99 |
|
|
2021
Q4 | $215K | Buy |
+2,190
| New | +$215K | 0.27% | 103 |
|