PPW
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Pinnacle Private Wealth’s Morgan Stanley MS Stock Holding History

Pinnacle Private Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$247K Sell
3,253
-322
-9% -$26.4K 0.1% 226
2022
Q1 		$312K Sell
3,575
-361
-9% -$34.8K 0.1% 217
2021
Q4 		$386K Buy
+3,936
New +$392K 0.12% 179

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