TrueWealth Advisors’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,415	Closed	-$205K	–	189
2022 Q4	$205K	Buy	+2,415	New	+$205K	0.09%	174
2022 Q2	–	Sell	-2,070	Closed	-$203K	–	186
2022 Q1	$203K	Hold	2,070	–	–	0.09%	175
2021 Q4	$203K	Buy	+2,070	New	+$203K	0.09%	175