YORKBRIDGE WEALTH PARTNERS, LLC – Morgan Stanley Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$1.6M
portfolio value
YORKBRIDGE WEALTH 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 | 0.00% | 0 shares | 60K | $79.01 | 20.25K | |
| Q2 2022 | share | Decrease | -2.15% | -444 shares | -269K | $76.06 | 20.25K |
| Q1 2022 | share | Increase | 0.00% | 20.69K shares | 1.80M | $87.4 | 20.69K |
| Q2 2019 | share | Increase | +1.74% | 81 shares | 11K | $40.93 | 4.73K |
| Q1 2019 | share | Decrease | -6.61% | -329 shares | -1K | $39.18 | 4.64K |
| Q4 2018 | share | Increase | +0.06% | 3 shares | -35K | $36.56 | 4.97K |
| Q3 2018 | share | 0.00% | 0 shares | -4K | $42.65 | 4.97K | |
| Q2 2018 | share | 0.00% | 0 shares | -32K | $43.16 | 4.97K | |
| Q1 2018 | share | 0.00% | 0 shares | 7K | $48.9 | 4.97K | |
| Q4 2017 | share | Decrease | -7.44% | -400 shares | 2K | $47.34 | 4.97K |
| Q3 2017 | share | Increase | +2.44% | 128 shares | 20K | $43.24 | 5.37K |
| Q2 2017 | share | Decrease | -2.94% | -159 shares | 5K | $39.79 | 5.24K |
| Q1 2017 | share | Decrease | -3.72% | -209 shares | 3K | $38.08 | 5.40K |
| Q4 2016 | share | Increase | 0.00% | 5.61K shares | 231K | $37.38 | 5.61K |