CAPSTONE FINANCIAL ADVISORS, INC. – Morgan Stanley Transaction History
CAPSTONE FINANCIAL ADVISORS, INC. portfolio value:
$271,000
portfolio value
CAPSTONE FINANCIAL ADVISORS, 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 | Decrease | -1.55% | -54 shares | 6K | $79.01 | 3.42K |
| Q2 2022 | share | Increase | +0.90% | 31 shares | -36K | $76.06 | 3.48K |
| Q1 2022 | share | Increase | +18.23% | 532 shares | 15K | $87.4 | 3.45K |
| Q4 2021 | share | Increase | +7.08% | 193 shares | 21K | $98.8 | 2.91K |
| Q3 2021 | share | Increase | +0.04% | 1 shares | 15K | $96.65 | 2.72K |
| Q2 2021 | share | Increase | +1.38% | 37 shares | 41K | $90.41 | 2.72K |
| Q1 2021 | share | Increase | 0.00% | 2.68K shares | 209K | $76.26 | 2.68K |