IMA WEALTH, INC. – Morgan Stanley Transaction History
IMA WEALTH, INC. portfolio value:
$176,000
portfolio value
IMA WEALTH, INC. 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 | +13.17% | 259 shares | 26K | $79.01 | 2.22K |
| Q2 2022 | share | Decrease | -7.66% | -163 shares | -36K | $76.06 | 1.96K |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $87.4 | 2.12K | |
| Q4 2021 | share | Decrease | -10.62% | -253 shares | -23K | $98.8 | 2.12K |
| Q3 2021 | share | Decrease | -75.10% | -7.18K shares | -645K | $96.65 | 2.38K |
| Q2 2021 | share | Increase | +6.51% | 585 shares | 179K | $90.41 | 9.56K |
| Q1 2021 | share | Decrease | -80.92% | -38.10K shares | -2.52M | $76.26 | 8.98K |
| Q4 2020 | share | Increase | +9.80% | 4.20K shares | 1.15M | $66.95 | 47.08K |
| Q3 2020 | share | Decrease | -0.09% | -38 shares | 0 | $46.9 | 42.88K |
| Q2 2020 | share | Increase | +1.92% | 810 shares | 641K | $46.52 | 42.92K |
| Q1 2020 | share | Increase | 0.00% | 42.11K shares | 1.43M | $32.47 | 42.11K |
| Q2 2019 | share | Decrease | -100.00% | -740 shares | -31K | $40.93 | 0 |
| Q1 2019 | share | Increase | 0.00% | 740 shares | 31K | $39.18 | 740 |
| Q3 2018 | share | Decrease | -100.00% | -76 shares | -4K | $42.65 | 0 |
| Q2 2018 | share | Increase | 0.00% | 76 shares | 4K | $43.16 | 76 |