THWM
Taylor Hoffman Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-156
| Closed | -$8K | – | 266 |
|
|
2020
Q2 | $8K | Buy |
+156
| New | +$8K | 0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-156
| Closed | -$8K | – | 277 |
|
|
2019
Q4 | $8K | Hold |
156
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $7K | Hold |
156
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $7K | Hold |
156
| – | – | 0.01% | 315 |
|
|
2019
Q1 | $7K | Hold |
156
| – | – | 0.01% | 310 |
|
|
2018
Q4 | $6K | Hold |
156
| – | – | 0.01% | 311 |
|
|
2018
Q3 | $7K | Hold |
156
| – | – | 0.01% | 301 |
|
|
2018
Q2 | $7K | Hold |
156
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $8K | Hold |
156
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $8K | Buy |
+156
| New | +$8K | 0.01% | 301 |
|