MERITAGE PORTFOLIO MANAGEMENT – Morgan Stanley Transaction History
MERITAGE PORTFOLIO MANAGEMENT portfolio value:
$2.58M
portfolio value
MERITAGE PORTFOLIO MANAGEMENT quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.74% | 1.77K shares | 231K | $79.01 | 32.65K |
| Q2 2022 | share | Increase | +1.45% | 441 shares | -311K | $76.06 | 30.87K |
| Q1 2022 | share | Increase | 0.00% | 30.43K shares | 2.66M | $87.4 | 30.43K |
| Q3 2020 | share | Decrease | -100.00% | -65.95K shares | -3.18M | $46.9 | 0 |
| Q2 2020 | share | Increase | +31.72% | 15.88K shares | 1.48M | $46.52 | 65.95K |
| Q1 2020 | share | Decrease | -50.68% | -51.44K shares | -3.48M | $32.47 | 50.06K |
| Q4 2019 | share | Increase | +40.77% | 29.4K shares | 2.11M | $48.5 | 101.51K |
| Q3 2019 | share | Increase | 0.00% | 72.11K shares | 3.07M | $40.18 | 72.11K |