TRANSFORM WEALTH, LLC – MSCI Inc. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$404,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
+2.34%
quarter
MSCI Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.16% | -158 shares | -56K | $421.79 | 958 |
| Q2 2022 | share | Decrease | -8.30% | -101 shares | -152K | $412.15 | 1.11K |
| Q1 2022 | share | Decrease | -7.24% | -95 shares | -192K | $502.88 | 1.21K |
| Q4 2021 | share | Decrease | -13.17% | -199 shares | -115K | $612.54 | 1.31K |
| Q3 2021 | share | Decrease | -29.03% | -618 shares | -216K | $607.36 | 1.51K |
| Q2 2021 | share | Increase | +4.11% | 84 shares | 277K | $531.33 | 2.12K |
| Q1 2021 | share | Decrease | -0.54% | -11 shares | -60K | $417.2 | 2.04K |
| Q4 2020 | share | 0.00% | 0 shares | 184K | $443.53 | 2.05K | |
| Q3 2020 | share | Decrease | -5.08% | -110 shares | 11K | $353.67 | 2.05K |
| Q2 2020 | share | Decrease | -4.29% | -97 shares | 69K | $330.2 | 2.16K |
| Q1 2020 | share | Decrease | -18.68% | -520 shares | -64K | $285.26 | 2.26K |
| Q4 2019 | share | Increase | 0.00% | 2.78K shares | 718K | $254.33 | 2.78K |
| Q3 2019 | share | Decrease | -50.04% | -2.68K shares | -697K | $213.92 | 2.67K |
| Q2 2019 | share | Increase | 0.00% | 5.36K shares | 1.28M | $233.88 | 5.36K |