MARK SHEPTOFF FINANCIAL PLANNING, LLC – Morgan Stanley Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$32,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, 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 | Decrease | -3.15% | -13 shares | 1K | $79.01 | 400 |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $76.06 | 413 | |
| Q1 2022 | share | Increase | +0.24% | 1 shares | -4K | $87.4 | 413 |
| Q4 2021 | share | Increase | +3.00% | 12 shares | 1K | $98.8 | 412 |
| Q3 2021 | share | 0.00% | 0 shares | 2K | $96.65 | 400 | |
| Q2 2021 | share | Increase | +100.00% | 200 shares | 21K | $90.41 | 400 |
| Q1 2021 | share | Increase | 0.00% | 200 shares | 16K | $76.26 | 200 |
| Q1 2020 | share | Decrease | -100.00% | -200 shares | -10K | $32.47 | 0 |
| Q4 2019 | share | Increase | 0.00% | 200 shares | 10K | $48.5 | 200 |
| Q4 2016 | share | Decrease | -100.00% | -311 shares | -10K | $37.38 | 0 |
| Q3 2016 | share | Increase | +0.65% | 2 shares | 2K | $28.2 | 311 |
| Q2 2016 | share | Increase | +0.65% | 2 shares | 0 | $22.7 | 309 |
| Q1 2016 | share | Decrease | -93.61% | -4.49K shares | -145K | $21.73 | 307 |