BSW WEALTH PARTNERS – Morgan Stanley Transaction History
BSW WEALTH PARTNERS portfolio value:
$488,000
portfolio value
BSW WEALTH PARTNERS 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 | +0.37% | 23 shares | 20K | $79.01 | 6.17K |
| Q2 2022 | share | Increase | +4.57% | 269 shares | -46K | $76.06 | 6.15K |
| Q1 2022 | share | Increase | +8.58% | 465 shares | -18K | $87.4 | 5.88K |
| Q4 2021 | share | Increase | +29.80% | 1.24K shares | 126K | $98.8 | 5.41K |
| Q3 2021 | share | Increase | 0.00% | 4.17K shares | 406K | $96.65 | 4.17K |