Wealthstreet Investment Advisors’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,535	Closed	-$663K	–	244
2021 Q1	$663K	Hold	8,535	–	–	0.06%	219
2020 Q4	$585K	Buy	8,535 +14	+0.2%	+$803	0.06%	226
2020 Q3	$412K	Hold	8,521	–	–	0.05%	244
2020 Q2	$412K	Sell	8,521 -748	-8%	-$31.4K	0.05%	235
2020 Q1	$315K	Hold	9,269	–	–	0.05%	240
2019 Q4	$474K	Hold	9,269	–	–	0.06%	239
2019 Q3	$434K	Sell	9,269 -1,412	-13%	-$60.3K	0.06%	237
2019 Q2	$468K	Sell	10,681 -1,018	-9%	-$45.4K	0.06%	232
2019 Q1	$494K	Buy	11,699 +1,800	+18%	+$75.7K	0.07%	230
2018 Q4	$422K	Hold	9,899	–	–	0.06%	232
2018 Q3	$461K	Hold	9,899	–	–	0.06%	247
2018 Q2	$469K	Hold	9,899	–	–	0.06%	246
2018 Q1	$534K	Buy	9,899 +65	+0.7%	+$3.6K	0.07%	224
2017 Q4	$516K	Buy	+9,834	New	+$497K	0.06%	228