IWA
IVC Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
2,562
+27
| +1% | +$3.8K | 0.18% | 106 |
|
|
2025
Q1 | $296K | Hold |
2,535
| – | – | 0.16% | 125 |
|
|
2024
Q4 | $319K | Buy |
2,535
+16
| +0.6% | +$2.01K | 0.18% | 110 |
|
|
2024
Q3 | $263K | Buy |
2,519
+38
| +2% | +$3.96K | 0.14% | 130 |
|
|
2024
Q2 | $241K | Buy |
2,481
+95
| +4% | +$9.23K | 0.13% | 144 |
|
|
2024
Q1 | $225K | Buy |
2,386
+14
| +0.6% | +$1.32K | 0.13% | 149 |
|
|
2023
Q4 | $221K | Buy |
+2,372
| New | +$221K | 0.14% | 143 |
|
|
2023
Q3 | – | Sell |
-2,457
| Closed | -$210K | – | 159 |
|
|
2023
Q2 | $210K | Sell |
2,457
-92
| -4% | -$7.86K | 0.13% | 141 |
|
|
2023
Q1 | $224K | Buy |
2,549
+113
| +5% | +$9.92K | 0.16% | 127 |
|
|
2022
Q4 | $207K | Buy |
+2,436
| New | +$207K | 0.15% | 144 |
|