PWM
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Prentice Wealth Management’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,205
Closed -$117K 230
2021
Q3
$117K Sell
1,205
-1
-0.1% -$97 0.06% 128
2021
Q2
$111K Sell
1,206
-16
-1% -$1.47K 0.06% 132
2021
Q1
$95K Buy
+1,222
New +$95K 0.05% 133