PRIVATE WEALTH PARTNERS, LLC – Morgan Stanley Transaction History
PRIVATE WEALTH PARTNERS, LLC portfolio value:
$2.26M
portfolio value
PRIVATE WEALTH PARTNERS, 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 | Decrease | -30.88% | -12.83K shares | -891K | $79.01 | 28.72K |
| Q2 2022 | share | Decrease | -14.98% | -7.32K shares | -1.11M | $76.06 | 41.55K |
| Q1 2022 | share | Decrease | -5.87% | -3.04K shares | -825K | $87.4 | 48.87K |
| Q4 2021 | share | Increase | 0.00% | 51.91K shares | 5.09M | $98.8 | 51.91K |