PERSONAL CFO SOLUTIONS, LLC – Morgan Stanley Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$522,000
portfolio value
PERSONAL CFO SOLUTIONS, 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 | +1.26% | 82 shares | 25K | $79.01 | 6.61K |
| Q2 2022 | share | Increase | +1.76% | 113 shares | -64K | $76.06 | 6.53K |
| Q1 2022 | share | Increase | +18.83% | 1.01K shares | 31K | $87.4 | 6.41K |
| Q4 2021 | share | Decrease | -0.11% | -6 shares | 4K | $98.8 | 5.4K |
| Q3 2021 | share | Decrease | -14.31% | -903 shares | -52K | $96.65 | 5.40K |
| Q2 2021 | share | Decrease | -2.89% | -188 shares | 73K | $90.41 | 6.30K |
| Q1 2021 | share | Increase | +4.29% | 267 shares | 78K | $76.26 | 6.49K |
| Q4 2020 | share | Increase | 0.00% | 6.23K shares | 427K | $66.95 | 6.23K |
| Q3 2020 | share | Decrease | -100.00% | -4.40K shares | -213K | $46.9 | 0 |
| Q2 2020 | share | Increase | 0.00% | 4.40K shares | 213K | $46.52 | 4.40K |