WEALTHCARE ADVISORY PARTNERS LLC – Morgan Stanley Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$908,000
portfolio value
WEALTHCARE ADVISORY PARTNERS 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 | -11.45% | -1.48K shares | -79K | $79.01 | 11.49K |
| Q2 2022 | share | Increase | +0.47% | 61 shares | -142K | $76.06 | 12.97K |
| Q1 2022 | share | Increase | +3.23% | 404 shares | -99K | $87.4 | 12.91K |
| Q4 2021 | share | Increase | +2.53% | 309 shares | 40K | $98.8 | 12.51K |
| Q3 2021 | share | Increase | +1.24% | 150 shares | 83K | $96.65 | 12.20K |
| Q2 2021 | share | Decrease | -14.22% | -1.99K shares | 14K | $90.41 | 12.05K |
| Q1 2021 | share | Decrease | -12.94% | -2.08K shares | -15K | $76.26 | 14.05K |
| Q4 2020 | share | Decrease | -13.39% | -2.49K shares | 205K | $66.95 | 16.14K |
| Q3 2020 | share | Increase | +0.68% | 126 shares | 7K | $46.9 | 18.63K |
| Q2 2020 | share | Decrease | -18.28% | -4.14K shares | 124K | $46.52 | 18.51K |
| Q1 2020 | share | Increase | +5217.61% | 22.22K shares | 748K | $32.47 | 22.65K |
| Q4 2019 | share | Decrease | -18.70% | -98 shares | 0 | $48.5 | 426 |
| Q3 2019 | share | Decrease | -15.07% | -93 shares | -5K | $40.18 | 524 |
| Q2 2019 | share | Decrease | -0.96% | -6 shares | 1K | $40.93 | 617 |
| Q4 2018 | share | Increase | +0.19% | 2 shares | -7K | $36.56 | 1.03K |
| Q3 2018 | share | Increase | +0.19% | 2 shares | -1K | $42.65 | 1.02K |
| Q2 2018 | share | Increase | +17.10% | 150 shares | 2K | $43.16 | 1.02K |
| Q1 2018 | share | Increase | +76.10% | 379 shares | 21K | $48.9 | 877 |
| Q4 2017 | share | Increase | +9.69% | 44 shares | 4K | $47.34 | 498 |
| Q3 2017 | share | Increase | 0.00% | 454 shares | 22K | $43.24 | 454 |