Wealthcare Capital Management’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	–	Sell	-600	Closed	-$47K	–	440
2021 Q1	$47K	Buy	+600	New	+$47K	﹤0.01%	140
2020 Q2	–	Sell	-74	Closed	-$3K	–	171
2020 Q1	$3K	Sell	74 -14	-16%	-$568	﹤0.01%	213
2019 Q4	$4K	Buy	+88	New	+$4K	﹤0.01%	315
2019 Q2	–	Sell	-1,630	Closed	-$69K	–	187
2019 Q1	$69K	Hold	1,630	–	–	0.01%	84
2018 Q4	$65K	Hold	1,630	–	–	0.01%	85
2018 Q3	$76K	Sell	1,630 -209	-11%	-$9.75K	0.01%	76
2018 Q2	$87K	Hold	1,839	–	–	0.01%	69
2018 Q1	$99K	Hold	1,839	–	–	0.01%	65
2017 Q4	$96K	Hold	1,839	–	–	0.01%	68
2017 Q3	$89K	Hold	1,839	–	–	0.01%	67
2017 Q2	$82K	Hold	1,839	–	–	0.01%	68
2017 Q1	$79K	Hold	1,839	–	–	0.01%	67
2016 Q4	$78K	Hold	1,839	–	–	0.01%	64
2016 Q3	$59K	Hold	1,839	–	–	0.01%	66
2016 Q2	$48K	Hold	1,839	–	–	0.01%	73
2016 Q1	$46K	Hold	1,839	–	–	0.01%	82
2015 Q4	$58K	Hold	1,839	–	–	0.01%	80
2015 Q3	$58K	Sell	1,839 -50,167	-96%	-$1.58M	0.01%	86
2015 Q2	$166K	Hold	52,006	–	–	0.02%	52
2015 Q1	$160K	Buy	52,006 +2,006	+4%	+$6.17K	0.02%	112
2014 Q4	$88K	Hold	50,000	–	–	0.01%	66
2014 Q3	$84K	Hold	50,000	–	–	0.01%	68
2014 Q2	$83K	Hold	50,000	–	–	0.01%	65
2014 Q1	$79K	Buy	+50,000	New	+$79K	0.01%	66