BERGANKDV WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$154,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, 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 | Increase | +1.73% | 33 shares | 9K | $79.01 | 1.94K |
| Q2 2022 | share | Decrease | -80.76% | -8.02K shares | -202K | $76.06 | 1.91K |
| Q1 2022 | share | Increase | +412.69% | 8.00K shares | 157K | $87.4 | 9.94K |
| Q4 2021 | share | Increase | +0.05% | 1 shares | 1K | $98.8 | 1.93K |
| Q3 2021 | share | Increase | +0.05% | 1 shares | 11K | $96.65 | 1.93K |
| Q2 2021 | share | 0.00% | 0 shares | 28K | $90.41 | 1.93K | |
| Q1 2021 | share | Decrease | -14.18% | -320 shares | -5K | $76.26 | 1.93K |
| Q4 2020 | share | Increase | +7.99% | 167 shares | 54K | $66.95 | 2.25K |
| Q3 2020 | share | Decrease | -20.86% | -551 shares | -27K | $46.9 | 2.09K |
| Q2 2020 | share | Increase | +26.36% | 551 shares | 57K | $46.52 | 2.64K |
| Q1 2020 | share | Increase | +0.97% | 20 shares | -35K | $32.47 | 2.09K |
| Q4 2019 | share | Increase | +6.15% | 120 shares | 23K | $48.5 | 2.07K |
| Q3 2019 | share | 0.00% | 0 shares | -2K | $40.18 | 1.95K | |
| Q2 2019 | share | 0.00% | 0 shares | 3K | $40.93 | 1.95K | |
| Q1 2019 | share | Decrease | -1.61% | -32 shares | 3K | $39.18 | 1.95K |
| Q4 2018 | share | 0.00% | 0 shares | -13K | $36.56 | 1.98K | |
| Q3 2018 | share | 0.00% | 0 shares | -2K | $42.65 | 1.98K | |
| Q2 2018 | share | Increase | 0.00% | 1.98K shares | 94K | $43.16 | 1.98K |