SHEPHERD FINANCIAL PARTNERS LLC – Morgan Stanley Transaction History
SHEPHERD FINANCIAL PARTNERS LLC portfolio value:
$324,000
portfolio value
SHEPHERD FINANCIAL 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 | Increase | +6.08% | 235 shares | 30K | $79.01 | 4.10K |
| Q2 2022 | share | Increase | +27.92% | 844 shares | 29K | $76.06 | 3.86K |
| Q1 2022 | share | Increase | 0.00% | 3.02K shares | 265K | $87.4 | 3.02K |
| Q4 2018 | share | Decrease | -100.00% | -4.93K shares | -233K | $36.56 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | -2K | $42.65 | 4.93K | |
| Q2 2018 | share | Increase | 0.00% | 4.93K shares | 235K | $43.16 | 4.93K |