KING WEALTH – Morgan Stanley Transaction History
KING WEALTH portfolio value:
$339,000
portfolio value
KING WEALTH 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 | +5.98% | 242 shares | 31K | $79.01 | 4.29K |
| Q2 2022 | share | Increase | +2.64% | 104 shares | -37K | $76.06 | 4.04K |
| Q1 2022 | share | Increase | +14.51% | 500 shares | 7K | $87.4 | 3.94K |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $98.8 | 3.44K | |
| Q3 2021 | share | Increase | 0.00% | 3.44K shares | 335K | $96.65 | 3.44K |
| Q1 2020 | share | Decrease | -100.00% | -8.19K shares | -419K | $32.47 | 0 |
| Q4 2019 | share | Decrease | -16.31% | -1.59K shares | 1K | $48.5 | 8.19K |
| Q3 2019 | share | Decrease | -3.02% | -305 shares | -25K | $40.18 | 9.79K |
| Q2 2019 | share | 0.00% | 0 shares | 17K | $40.93 | 10.10K | |
| Q1 2019 | share | Decrease | -5.61% | -600 shares | 2K | $39.18 | 10.10K |
| Q4 2018 | share | Decrease | -15.75% | -2K shares | -168K | $36.56 | 10.70K |
| Q3 2018 | share | Decrease | -1.49% | -192 shares | -19K | $42.65 | 12.70K |
| Q2 2018 | share | Increase | +0.73% | 94 shares | -80K | $43.16 | 12.89K |
| Q1 2018 | share | Decrease | -7.43% | -1.02K shares | -35K | $48.9 | 12.8K |
| Q4 2017 | share | 0.00% | 0 shares | 60K | $47.34 | 13.82K | |
| Q3 2017 | share | Decrease | -1.43% | -200 shares | 41K | $43.24 | 13.82K |
| Q2 2017 | share | Decrease | -1.19% | -169 shares | 17K | $39.79 | 14.02K |
| Q1 2017 | share | Increase | +1.63% | 228 shares | 18K | $38.08 | 14.19K |
| Q4 2016 | share | Increase | +36.98% | 3.77K shares | 263K | $37.38 | 13.96K |
| Q3 2016 | share | 0.00% | 0 shares | 62K | $28.2 | 10.19K | |
| Q2 2016 | share | 0.00% | 0 shares | 10K | $22.7 | 10.19K | |
| Q1 2016 | share | Decrease | -15.90% | -1.92K shares | -131K | $21.73 | 10.19K |