DAKOTA WEALTH MANAGEMENT – Morgan Stanley Transaction History
DAKOTA WEALTH MANAGEMENT portfolio value:
$959,000
portfolio value
DAKOTA WEALTH MANAGEMENT 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 | +13.32% | 1.42K shares | 144K | $79.01 | 12.14K |
| Q2 2022 | share | Decrease | -47.40% | -9.65K shares | -965K | $76.06 | 10.71K |
| Q1 2022 | share | Increase | +38.81% | 5.69K shares | 340K | $87.4 | 20.36K |
| Q4 2021 | share | Increase | +3.51% | 497 shares | 60K | $98.8 | 14.67K |
| Q3 2021 | share | Increase | +5.59% | 751 shares | 149K | $96.65 | 14.17K |
| Q2 2021 | share | Increase | +21.77% | 2.4K shares | 375K | $90.41 | 13.42K |
| Q1 2021 | share | Increase | +3.76% | 400 shares | 128K | $76.26 | 11.02K |
| Q4 2020 | share | Increase | 0.00% | 10.62K shares | 728K | $66.95 | 10.62K |
| Q3 2018 | share | Decrease | -100.00% | -4.54K shares | -215K | $42.65 | 0 |
| Q2 2018 | share | Increase | 0.00% | 4.54K shares | 215K | $43.16 | 4.54K |