HERITAGE WEALTH ADVISORS – Morgan Stanley Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$496,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | -22.33% | -1.80K shares | -119K | $79.01 | 6.28K |
| Q2 2022 | share | Increase | +123.89% | 4.47K shares | 299K | $76.06 | 8.08K |
| Q1 2022 | share | Increase | +2.96% | 104 shares | -28K | $87.4 | 3.61K |
| Q4 2021 | share | Increase | +0.14% | 5 shares | 3.41K | $98.8 | 3.50K |
| Q3 2021 | share | Increase | +0.11% | 4 shares | 20.07K | $96.65 | 3.50K |
| Q2 2021 | share | Decrease | -12.43% | -497 shares | 10.47K | $90.41 | 3.5K |
| Q1 2021 | share | Increase | +11.62% | 416 shares | 65.44K | $76.26 | 3.99K |
| Q4 2020 | share | Increase | +1.27% | 45 shares | 74.04K | $66.95 | 3.58K |
| Q3 2020 | share | Increase | +1.55% | 54 shares | 2.78K | $46.9 | 3.53K |
| Q2 2020 | share | Increase | +6.29% | 206 shares | 56.78K | $46.52 | 3.48K |
| Q1 2020 | share | Decrease | -21.12% | -877 shares | -100.88K | $32.47 | 3.27K |
| Q4 2019 | share | Increase | +0.85% | 35 shares | 37.27K | $48.5 | 4.15K |
| Q3 2019 | share | Decrease | -0.24% | -10 shares | -5.85K | $40.18 | 4.11K |
| Q2 2019 | share | Increase | +0.10% | 4 shares | 6.81K | $40.93 | 4.12K |
| Q1 2019 | share | Increase | +36.56% | 1.10K shares | 55.04K | $39.18 | 4.12K |
| Q4 2018 | share | Increase | +0.13% | 4 shares | -21K | $36.56 | 3.02K |
| Q3 2018 | share | Increase | 0.00% | 3.01K shares | 140K | $42.65 | 3.01K |