Winthrop Partners - WNY’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$297K Hold
2019
Q2
$305K Buy
2019
Q1
$269K Buy
2018
Q4
$221K Hold
2018
Q3
$259K Hold
2018
Q2
$264K Hold
2018
Q1
$297K Hold
2017
Q4
$326K Buy