SHEAFF BROCK INVESTMENT ADVISORS, LLC – Morgan Stanley Transaction History
SHEAFF BROCK INVESTMENT ADVISORS, LLC portfolio value:
$928,000
portfolio value
SHEAFF BROCK INVESTMENT ADVISORS, 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 | -0.47% | -56 shares | 30K | $79.01 | 11.74K |
| Q2 2022 | share | Increase | +1.04% | 121 shares | -123K | $76.06 | 11.80K |
| Q1 2022 | share | Increase | 0.00% | 9.44K shares | 825K | $87.4 | 9.44K |
| Q3 2021 | share | Decrease | -100.00% | -12.29K shares | -1.12M | $96.65 | 0 |
| Q2 2021 | share | Increase | 0.00% | 12.29K shares | 1.12M | $90.41 | 12.29K |
| Q1 2021 | share | Decrease | -100.00% | -3.08K shares | -211K | $76.26 | 0 |
| Q4 2020 | share | Decrease | -59.03% | -4.44K shares | -153K | $66.95 | 3.08K |
| Q3 2020 | share | Increase | +0.07% | 5 shares | 1K | $46.9 | 7.52K |
| Q2 2020 | share | Increase | 0.00% | 7.51K shares | 363K | $46.52 | 7.51K |
| Q2 2018 | share | Decrease | -100.00% | -21.91K shares | -1.18M | $43.16 | 0 |
| Q1 2018 | share | Increase | +1.70% | 367 shares | 51K | $48.9 | 21.91K |
| Q4 2017 | share | Decrease | -61.61% | -34.57K shares | -1.57M | $47.34 | 21.54K |
| Q3 2017 | share | Increase | +125.45% | 31.22K shares | 1.59M | $43.24 | 56.12K |
| Q2 2017 | share | Increase | +2.89% | 698 shares | 73K | $39.79 | 24.89K |
| Q1 2017 | share | Decrease | -20.11% | -6.09K shares | -244K | $38.08 | 24.19K |
| Q4 2016 | share | Increase | 0.00% | 30.28K shares | 1.28M | $37.38 | 30.28K |
| Q1 2016 | share | Decrease | -100.00% | -11.03K shares | -351K | $21.73 | 0 |