IAG Wealth Partners’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.8K	Hold	219	–	–	﹤0.01%	239
2025 Q1	$25.6K	Hold	219	–	–	﹤0.01%	257
2024 Q4	$27.5K	Buy	+219	New	+$27.5K	﹤0.01%	252
2020 Q1	–	Sell	-435	Closed	-$23K	–	447
2019 Q4	$23K	Buy	+435	New	+$23K	0.02%	165