Impact Partnership Wealth’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20	Closed	-$1.88K	–	513
2024 Q1	$1.88K	Hold	20	–	–	﹤0.01%	580
2023 Q4	$1.87K	Sell	20 -14	-41%	-$1.31K	﹤0.01%	700
2023 Q3	$2.78K	Sell	34 -261	-88%	-$21.3K	﹤0.01%	774
2023 Q2	$25.2K	Buy	+295	New	+$25.2K	0.01%	314