GLASSMAN WEALTH SERVICES – Morgan Stanley Transaction History
GLASSMAN WEALTH SERVICES portfolio value:
$100,000
portfolio value
GLASSMAN WEALTH SERVICES 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 | -3.96% | -52 shares | 0 | $79.01 | 1.26K |
| Q2 2022 | share | Increase | +41.84% | 387 shares | 19K | $76.06 | 1.31K |
| Q1 2022 | share | Decrease | -7.59% | -76 shares | -17K | $87.4 | 925 |
| Q4 2021 | share | Increase | +24.04% | 194 shares | 19K | $98.8 | 1.00K |
| Q3 2021 | share | Decrease | -0.86% | -7 shares | 4K | $96.65 | 807 |
| Q2 2021 | share | Decrease | -0.25% | -2 shares | 12K | $90.41 | 814 |
| Q1 2021 | share | Increase | +6.39% | 49 shares | 10K | $76.26 | 816 |
| Q4 2020 | share | Decrease | -28.98% | -313 shares | 1K | $66.95 | 767 |
| Q3 2020 | share | Increase | +29.81% | 248 shares | 12K | $46.9 | 1.08K |
| Q2 2020 | share | Increase | +9.47% | 72 shares | 14K | $46.52 | 832 |
| Q1 2020 | share | Decrease | -30.21% | -329 shares | -30K | $32.47 | 760 |
| Q4 2019 | share | Increase | +89.39% | 514 shares | 31K | $48.5 | 1.08K |
| Q3 2019 | share | Decrease | -3.52% | -21 shares | -1K | $40.18 | 575 |
| Q2 2019 | share | Increase | +12.03% | 64 shares | 4K | $40.93 | 596 |
| Q1 2019 | share | Increase | +375.00% | 420 shares | 18K | $39.18 | 532 |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $36.56 | 112 | |
| Q3 2018 | share | Decrease | -24.32% | -36 shares | -2K | $42.65 | 112 |
| Q2 2018 | share | Increase | +15.63% | 20 shares | 0 | $43.16 | 148 |
| Q1 2018 | share | Increase | +14.29% | 16 shares | 1K | $48.9 | 128 |
| Q4 2017 | share | 0.00% | 0 shares | 1K | $47.34 | 112 | |
| Q3 2017 | share | 0.00% | 0 shares | 0 | $43.24 | 112 | |
| Q2 2017 | share | 0.00% | 0 shares | 0 | $39.79 | 112 | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $38.08 | 112 | |
| Q4 2016 | share | Increase | 0.00% | 112 shares | 5K | $37.38 | 112 |