PRW Wealth Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,093	Closed	-$246K	–	83
2020 Q2	$246K	Buy	+5,093	New	+$246K	0.2%	64
2019 Q2	–	Sell	-1,101	Closed	-$46K	–	438
2019 Q1	$46K	Hold	1,101	–	–	0.04%	147
2018 Q4	$43K	Buy	+1,101	New	+$43K	0.05%	148