TRUE PRIVATE WEALTH ADVISORS – Morgan Stanley Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$652,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS 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 | +4.49% | 355 shares | 51K | $79.01 | 8.25K |
| Q2 2022 | share | Decrease | -0.44% | -35 shares | -91K | $76.06 | 7.90K |
| Q1 2022 | share | Increase | +0.30% | 24 shares | -84K | $87.4 | 7.93K |
| Q4 2021 | share | Increase | +1.14% | 89 shares | 15K | $98.8 | 7.91K |
| Q3 2021 | share | Decrease | -0.76% | -60 shares | 39K | $96.65 | 7.82K |
| Q2 2021 | share | Decrease | -6.62% | -559 shares | 66K | $90.41 | 7.88K |
| Q1 2021 | share | Decrease | -10.58% | -999 shares | 9K | $76.26 | 8.44K |
| Q4 2020 | share | Increase | +1.08% | 101 shares | 196K | $66.95 | 9.44K |
| Q3 2020 | share | Decrease | -6.66% | -667 shares | -32K | $46.9 | 9.34K |
| Q2 2020 | share | Decrease | -3.10% | -320 shares | 132K | $46.52 | 10.00K |
| Q1 2020 | share | Increase | +141.87% | 6.05K shares | 133K | $32.47 | 10.32K |
| Q4 2019 | share | Increase | 0.00% | 4.27K shares | 218K | $48.5 | 4.27K |
| Q2 2019 | share | Increase | 0.00% | 4.20K shares | 184K | $40.93 | 4.20K |
| Q3 2018 | share | Increase | 0.00% | 1.04K shares | 48.80K | $42.65 | 1.04K |