INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Morgan Stanley Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.42M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, 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 | -0.50% | -90 shares | 46K | $79.01 | 17.98K |
| Q2 2022 | share | Decrease | -0.76% | -139 shares | -217K | $76.06 | 18.07K |
| Q1 2022 | share | Increase | +1.74% | 312 shares | -166K | $87.4 | 18.21K |
| Q4 2021 | share | Decrease | -0.73% | -132 shares | 3K | $98.8 | 17.90K |
| Q3 2021 | share | Increase | +16.37% | 2.53K shares | 334K | $96.65 | 18.03K |
| Q2 2021 | share | Decrease | -1.25% | -196 shares | 202K | $90.41 | 15.5K |
| Q1 2021 | share | Decrease | -2.42% | -390 shares | 117K | $76.26 | 15.69K |
| Q4 2020 | share | Increase | +4.86% | 745 shares | 362K | $66.95 | 16.08K |
| Q3 2020 | share | Increase | +0.69% | 105 shares | 4K | $46.9 | 15.34K |
| Q2 2020 | share | Increase | +1.73% | 259 shares | 227K | $46.52 | 15.23K |
| Q1 2020 | share | Decrease | -2.83% | -436 shares | -279K | $32.47 | 14.97K |
| Q4 2019 | share | Decrease | -0.87% | -136 shares | 125K | $48.5 | 15.41K |
| Q3 2019 | share | 0.00% | 0 shares | -18K | $40.18 | 15.54K | |
| Q2 2019 | share | Decrease | -0.67% | -105 shares | 20K | $40.93 | 15.54K |
| Q1 2019 | share | Increase | 0.00% | 15.65K shares | 661K | $39.18 | 15.65K |
| Q4 2018 | share | Decrease | -100.00% | -15.03K shares | -722K | $36.56 | 0 |
| Q3 2018 | share | Decrease | -14.42% | -2.53K shares | -106K | $42.65 | 15.03K |
| Q2 2018 | share | Increase | +0.04% | 7 shares | -80K | $43.16 | 17.56K |
| Q1 2018 | share | Increase | +11.66% | 1.83K shares | 84K | $48.9 | 17.55K |
| Q4 2017 | share | Decrease | -5.66% | -943 shares | 19K | $47.34 | 15.72K |
| Q3 2017 | share | Increase | +0.75% | 124 shares | 73K | $43.24 | 16.66K |
| Q2 2017 | share | Increase | 0.00% | 16.54K shares | 732K | $39.79 | 16.54K |