HIGHLAND PRIVATE WEALTH MANAGEMENT – Morgan Stanley Transaction History
HIGHLAND PRIVATE WEALTH MANAGEMENT portfolio value:
$296,000
portfolio value
HIGHLAND PRIVATE 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 | Decrease | -6.71% | -269 shares | -9K | $79.01 | 3.73K |
| Q2 2022 | share | Decrease | -9.22% | -407 shares | -81K | $76.06 | 4.00K |
| Q1 2022 | share | Decrease | -14.89% | -772 shares | -123K | $87.4 | 4.41K |
| Q4 2021 | share | Decrease | -1.26% | -66 shares | -2K | $98.8 | 5.18K |
| Q3 2021 | share | Decrease | -12.82% | -772 shares | -41K | $96.65 | 5.25K |
| Q2 2021 | share | Decrease | -0.41% | -25 shares | 82K | $90.41 | 6.02K |
| Q1 2021 | share | Decrease | -0.36% | -22 shares | 54K | $76.26 | 6.04K |
| Q4 2020 | share | Increase | +6.85% | 389 shares | 141K | $66.95 | 6.07K |
| Q3 2020 | share | Increase | +1.50% | 84 shares | 5K | $46.9 | 5.68K |
| Q2 2020 | share | Increase | 0.00% | 5.59K shares | 270K | $46.52 | 5.59K |
| Q2 2018 | share | Decrease | -100.00% | -8.62K shares | -466K | $43.16 | 0 |
| Q1 2018 | share | Increase | 0.00% | 8.62K shares | 466K | $48.9 | 8.62K |