PWS
Precision Wealth Strategies’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,175
| Closed | -$808K | – | 123 |
|
|
2022
Q3 | $808K | Sell |
10,175
-890
| -8% | -$70.7K | 0.71% | 24 |
|
|
2022
Q2 | $830K | Buy |
11,065
+982
| +10% | +$73.7K | 0.65% | 26 |
|
|
2022
Q1 | $881K | Buy |
10,083
+1,477
| +17% | +$129K | 0.52% | 37 |
|
|
2021
Q4 | $845K | Buy |
8,606
+1,067
| +14% | +$105K | 0.61% | 34 |
|
|
2021
Q3 | $734K | Buy |
7,539
+3,252
| +76% | +$317K | 0.57% | 31 |
|
|
2021
Q2 | $393K | Buy |
+4,287
| New | +$393K | 0.34% | 54 |
|