WBI Investments’s Morgan Stanley MS Stock Holding History

WBI Investments’s Portfolio MS Stock Details MS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$616K	Buy
2021 Q1	–	Sell
2020 Q4	$227K	Buy
2020 Q1	–	Sell
2019 Q4	$1.17M	Buy
2017 Q4	–	Sell
2017 Q3	$3.29M	Sell
2017 Q2	$3.13M	Buy
2017 Q1	–	Sell
2016 Q4	$579K	Sell
2016 Q3	$2M	Buy