WWA
WCG Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,577
| Closed | -$1.28M | – | 293 |
|
|
2024
Q1 | $1.28M | Sell |
13,577
-1,860
| -12% | -$175K | 0.11% | 165 |
|
|
2023
Q4 | $1.44M | Sell |
15,437
-100
| -0.6% | -$9.33K | 0.11% | 167 |
|
|
2023
Q3 | $1.28M | Buy |
15,537
+3,471
| +29% | +$286K | 0.09% | 174 |
|
|
2023
Q2 | $1.03M | Buy |
12,066
+81
| +0.7% | +$6.91K | 0.12% | 110 |
|
|
2023
Q1 | $1.05M | Hold |
11,985
| – | – | 0.13% | 112 |
|
|
2022
Q4 | $1.02M | Buy |
11,985
+885
| +8% | +$75.2K | 0.14% | 110 |
|
|
2022
Q3 | $947K | Hold |
11,100
| – | – | 0.13% | 129 |
|
|
2022
Q2 | $844K | Buy |
+11,100
| New | +$844K | 0.12% | 135 |
|