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IAM Advisory’s Morgan Stanley MS Stock Holding History

IAM Advisory’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,869
Closed -$427K – 96
2023
Q1 		$427K Buy
+4,869
New +$427K 0.15% 71