BAYSTATE WEALTH MANAGEMENT LLC – Morgan Stanley Transaction History
BAYSTATE WEALTH MANAGEMENT LLC portfolio value:
$149,000
portfolio value
BAYSTATE 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 | Increase | +0.85% | 16 shares | 7K | $79.01 | 1.88K |
| Q2 2022 | share | Increase | +0.92% | 17 shares | -20K | $76.06 | 1.87K |
| Q1 2022 | share | Increase | +0.65% | 12 shares | -19K | $87.4 | 1.85K |
| Q4 2021 | share | Increase | +0.71% | 13 shares | 3K | $98.8 | 1.84K |
| Q3 2021 | share | Increase | +8.35% | 141 shares | 23K | $96.65 | 1.83K |
| Q2 2021 | share | Increase | +0.42% | 7 shares | 24K | $90.41 | 1.68K |
| Q1 2021 | share | Increase | +0.48% | 8 shares | 16K | $76.26 | 1.68K |
| Q4 2020 | share | Increase | +173.98% | 1.06K shares | 85K | $66.95 | 1.67K |
| Q3 2020 | share | Decrease | -77.15% | -2.06K shares | -99K | $46.9 | 611 |
| Q2 2020 | share | Decrease | -32.98% | -1.31K shares | -7K | $46.52 | 2.67K |
| Q1 2020 | share | Decrease | -1.29% | -52 shares | -71K | $32.47 | 3.99K |
| Q4 2019 | share | Increase | +69.97% | 1.66K shares | 106K | $48.5 | 4.04K |
| Q3 2019 | share | Increase | +0.89% | 21 shares | -3K | $40.18 | 2.37K |
| Q2 2019 | share | Increase | +0.68% | 16 shares | -7K | $40.93 | 2.35K |
| Q1 2019 | share | Increase | +0.69% | 16 shares | 9K | $39.18 | 2.34K |
| Q4 2018 | share | Increase | +0.69% | 16 shares | -1K | $36.56 | 2.32K |
| Q3 2018 | share | Increase | +0.61% | 14 shares | -7K | $42.65 | 2.30K |
| Q2 2018 | share | Increase | +0.44% | 10 shares | -13K | $43.16 | 2.29K |
| Q1 2018 | share | Decrease | -4.67% | -112 shares | -14K | $48.9 | 2.28K |
| Q4 2017 | share | Increase | +4.90% | 112 shares | 24K | $47.34 | 2.39K |
| Q3 2017 | share | 0.00% | 0 shares | 9K | $43.24 | 2.28K | |
| Q2 2017 | share | 0.00% | 0 shares | 10K | $39.79 | 2.28K | |
| Q1 2017 | share | Increase | +2.70% | 60 shares | -3K | $38.08 | 2.28K |
| Q4 2016 | share | Increase | 0.00% | 2.22K shares | 97K | $37.38 | 2.22K |