CIBC PRIVATE WEALTH GROUP, LLC – Morgan Stanley Transaction History
CIBC PRIVATE WEALTH GROUP, LLC portfolio value:
$71.82M
portfolio value
CIBC PRIVATE WEALTH GROUP, LLC 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 | +1.09% | 9.79K shares | 3.42M | $79.01 | 909.05K |
| Q2 2022 | share | Increase | +42.84% | 269.68K shares | 13.37M | $76.06 | 899.26K |
| Q1 2022 | share | Decrease | -20.35% | -160.89K shares | -22.56M | $87.4 | 629.57K |
| Q4 2021 | share | Increase | +3.68% | 28.04K shares | 3.40M | $98.8 | 790.46K |
| Q3 2021 | share | Increase | +13.98% | 93.50K shares | 12.85M | $96.65 | 762.42K |
| Q2 2021 | share | Increase | +157.86% | 409.51K shares | 41.18M | $90.41 | 668.92K |
| Q1 2021 | share | Increase | +62.61% | 99.88K shares | 9.21M | $76.26 | 259.40K |
| Q4 2020 | share | Increase | +78.56% | 70.18K shares | 6.61M | $66.95 | 159.52K |
| Q3 2020 | share | Increase | +19.44% | 14.54K shares | 706K | $46.9 | 89.33K |
| Q2 2020 | share | Increase | +170.07% | 47.10K shares | 2.66M | $46.52 | 74.79K |
| Q1 2020 | share | Decrease | -0.11% | -31 shares | -475K | $32.47 | 27.69K |
| Q4 2019 | share | Increase | +30.04% | 6.40K shares | 508K | $48.5 | 27.72K |
| Q3 2019 | share | Decrease | -9.45% | -2.22K shares | -122K | $40.18 | 21.32K |
| Q2 2019 | share | Increase | +5.15% | 1.15K shares | 88K | $40.93 | 23.54K |
| Q1 2019 | share | Decrease | -8.47% | -2.07K shares | -26K | $39.18 | 22.39K |
| Q4 2018 | share | Decrease | -15.29% | -4.41K shares | -375K | $36.56 | 24.46K |
| Q3 2018 | share | Increase | +35.12% | 7.50K shares | 332K | $42.65 | 28.88K |
| Q2 2018 | share | Increase | 0.00% | 21.37K shares | 1.01M | $43.16 | 21.37K |
| Q1 2018 | share | Increase | +16.02% | 3.44K shares | 218K | $48.9 | 24.96K |
| Q4 2017 | share | Increase | +17.53% | 3.20K shares | 247K | $47.34 | 21.51K |
| Q3 2017 | share | Increase | +7.59% | 1.29K shares | 124K | $43.24 | 18.30K |
| Q2 2017 | share | Increase | +9.94% | 1.53K shares | 95K | $39.79 | 17.01K |
| Q1 2017 | share | Increase | +13.48% | 1.83K shares | 86K | $38.08 | 15.47K |
| Q4 2016 | share | Increase | +4.47% | 584 shares | 158K | $37.38 | 13.64K |
| Q3 2016 | share | Decrease | -11.54% | -1.70K shares | 35K | $28.2 | 13.05K |
| Q2 2016 | share | Decrease | -10.01% | -1.64K shares | -26K | $22.7 | 14.76K |
| Q1 2016 | share | Decrease | -21.92% | -4.60K shares | -258K | $21.73 | 16.40K |