CWS

Confluence Wealth Services’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+1,443	New	+$203K	0.01%	352
2022 Q1	–	Sell	-568	Closed	-$55K	–	811
2021 Q4	$55K	Buy	+568	New	+$55K	0.02%	451