PWA
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Phoenix Wealth Advisors’s Morgan Stanley MS Stock Holding History

Phoenix Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-215
Closed -$21K – 273
2021
Q3 		$21K Hold
215
– – 0.02% 261
2021
Q2 		$19K Hold
215
– – 0.01% 262
2021
Q1 		$17K Buy
+215
New +$17K 0.01% 266