BETA WEALTH GROUP, INC. – Morgan Stanley Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$340,000
portfolio value
BETA WEALTH GROUP, INC. 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 | +7.50% | 300 shares | 36K | $79.01 | 4.3K |
| Q2 2022 | share | Increase | +8.11% | 300 shares | -19K | $76.06 | 4K |
| Q1 2022 | share | Increase | 0.00% | 3.7K shares | 323K | $87.4 | 3.7K |
| Q3 2021 | share | Decrease | -100.00% | -2.3K shares | -211K | $96.65 | 0 |
| Q2 2021 | share | Increase | 0.00% | 2.3K shares | 211K | $90.41 | 2.3K |