Taylor Wealth Management Partners’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-425	Closed	-$17K	–	91
2018 Q4	$17K	Sell	425 -75	-15%	-$3K	0.01%	73
2018 Q3	$23K	Hold	500	–	–	0.01%	82
2018 Q2	$24K	Hold	500	–	–	0.01%	86
2018 Q1	$27K	Sell	500 -6,765	-93%	-$365K	0.01%	82
2017 Q4	$381K	Buy	7,265 +6,765	+1,353%	+$355K	0.16%	52
2017 Q3	$24K	Hold	500	–	–	0.01%	109
2017 Q2	$22K	Hold	500	–	–	0.01%	112
2017 Q1	$21K	Hold	500	–	–	0.01%	116
2016 Q4	$21K	Hold	500	–	–	0.01%	115
2016 Q3	$16K	Hold	500	–	–	0.01%	113
2016 Q2	$13K	Hold	500	–	–	0.01%	112
2016 Q1	$13K	Hold	500	–	–	0.01%	109
2015 Q4	$16K	Hold	500	–	–	0.01%	104
2015 Q3	$16K	Hold	500	–	–	0.01%	111
2015 Q2	$19K	Hold	500	–	–	0.01%	133
2015 Q1	$18K	Buy	+500	New	+$18K	0.01%	120