OPTIMUM INVESTMENT ADVISORS – Morgan Stanley Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$293,000
portfolio value
OPTIMUM INVESTMENT ADVISORS 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 | +0.22% | 8 shares | 12K | $79.01 | 3.70K |
| Q2 2022 | share | Decrease | -12.94% | -550 shares | -90K | $76.06 | 3.7K |
| Q1 2022 | share | Decrease | -8.60% | -400 shares | -85K | $87.4 | 4.25K |
| Q4 2021 | share | Increase | +12.05% | 500 shares | 52K | $98.8 | 4.65K |
| Q3 2021 | share | Decrease | -29.06% | -1.7K shares | -132K | $96.65 | 4.15K |
| Q2 2021 | share | Decrease | -13.97% | -950 shares | 8K | $90.41 | 5.85K |
| Q1 2021 | share | Decrease | -2.16% | -150 shares | 52K | $76.26 | 6.8K |
| Q4 2020 | share | 0.00% | 0 shares | 140K | $66.95 | 6.95K | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $46.9 | 6.95K | |
| Q2 2020 | share | Increase | +7.75% | 500 shares | 117K | $46.52 | 6.95K |
| Q1 2020 | share | 0.00% | 0 shares | -111K | $32.47 | 6.45K | |
| Q4 2019 | share | Decrease | -12.90% | -955 shares | 14K | $48.5 | 6.45K |
| Q3 2019 | share | Decrease | -20.40% | -1.89K shares | -92K | $40.18 | 7.40K |
| Q2 2019 | share | Increase | +0.02% | 2 shares | 16K | $40.93 | 9.30K |
| Q1 2019 | share | Decrease | -14.15% | -1.53K shares | -38K | $39.18 | 9.30K |
| Q4 2018 | share | Decrease | -25.45% | -3.69K shares | -247K | $36.56 | 10.83K |
| Q3 2018 | share | Decrease | -2.01% | -298 shares | -26K | $42.65 | 14.53K |
| Q2 2018 | share | Decrease | -3.25% | -498 shares | -124K | $43.16 | 14.83K |
| Q1 2018 | share | Increase | +0.66% | 101 shares | 28K | $48.9 | 15.32K |
| Q4 2017 | share | Increase | +0.01% | 1 shares | 66K | $47.34 | 15.22K |
| Q3 2017 | share | Increase | +30.43% | 3.55K shares | 213K | $43.24 | 15.22K |
| Q2 2017 | share | Increase | +2.65% | 301 shares | 33K | $39.79 | 11.67K |
| Q1 2017 | share | Decrease | -5.78% | -698 shares | -23K | $38.08 | 11.37K |
| Q4 2016 | share | Increase | +0.01% | 1 shares | 123K | $37.38 | 12.07K |
| Q3 2016 | share | Increase | +2.95% | 346 shares | 82K | $28.2 | 12.07K |
| Q2 2016 | share | Increase | +0.01% | 1 shares | 12K | $22.7 | 11.72K |
| Q1 2016 | share | Decrease | -36.36% | -6.69K shares | -293K | $21.73 | 11.72K |