DESTINATION WEALTH MANAGEMENT – Morgan Stanley Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$323,000
portfolio value
DESTINATION WEALTH 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 | Decrease | -0.20% | -8 shares | 11K | $79.01 | 4.09K |
| Q2 2022 | share | Decrease | -6.97% | -307 shares | -73K | $76.06 | 4.09K |
| Q1 2022 | share | Increase | +8.85% | 358 shares | -12K | $87.4 | 4.40K |
| Q4 2021 | share | Increase | +0.45% | 18 shares | 5K | $98.8 | 4.04K |
| Q3 2021 | share | 0.00% | 0 shares | 23K | $96.65 | 4.02K | |
| Q2 2021 | share | Decrease | -4.73% | -200 shares | 41K | $90.41 | 4.02K |
| Q1 2021 | share | 0.00% | 0 shares | 38K | $76.26 | 4.22K | |
| Q4 2020 | share | Increase | 0.00% | 4.22K shares | 290K | $66.95 | 4.22K |
| Q2 2019 | share | Decrease | -3.63% | -28 shares | 0 | $40.93 | 743 |
| Q1 2019 | share | Increase | +38.67% | 215 shares | 11K | $39.18 | 771 |
| Q4 2018 | share | Decrease | -6.87% | -41 shares | -6K | $36.56 | 556 |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $42.65 | 597 | |
| Q2 2018 | share | Increase | +7.37% | 41 shares | -2K | $43.16 | 597 |
| Q1 2018 | share | Increase | 0.00% | 556 shares | 30K | $48.9 | 556 |