USCA RIA’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$4.17M	Buy	45,479 +2,745	+6%	+$252K	0.25%	113
2021 Q1	$3.32M	Buy	42,734 +29,272	+217%	+$2.27M	0.22%	133
2020 Q4	$923K	Buy	+13,462	New	+$923K	0.06%	244