MODERA WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$1.50M
portfolio value
MODERA 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 | -1.66% | -321 shares | 31K | $79.01 | 19.02K |
| Q2 2022 | share | Increase | +0.04% | 7 shares | -218K | $76.06 | 19.34K |
| Q1 2022 | share | Decrease | -43.55% | -14.92K shares | -1.67M | $87.4 | 19.34K |
| Q4 2021 | share | Decrease | -25.00% | -11.42K shares | -1.08M | $98.8 | 34.26K |
| Q3 2021 | share | Decrease | -9.13% | -4.59K shares | -165K | $96.65 | 45.68K |
| Q2 2021 | share | Increase | +0.37% | 185 shares | 720K | $90.41 | 50.27K |
| Q1 2021 | share | Increase | 0.00% | 50.08K shares | 3.89M | $76.26 | 50.08K |