INDEPENDENT ADVISOR ALLIANCE – Morgan Stanley Transaction History
INDEPENDENT ADVISOR ALLIANCE portfolio value:
$2.99M
portfolio value
INDEPENDENT ADVISOR ALLIANCE 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 | +20.38% | 6.42K shares | 601K | $79.01 | 37.92K |
| Q2 2022 | share | Decrease | -1.96% | -631 shares | -413K | $76.06 | 31.50K |
| Q1 2022 | share | Increase | +21.41% | 5.66K shares | 211K | $87.4 | 32.13K |
| Q4 2021 | share | Increase | +5.17% | 1.30K shares | 149K | $98.8 | 26.46K |
| Q3 2021 | share | Increase | +21.91% | 4.52K shares | 556K | $96.65 | 25.16K |
| Q2 2021 | share | Increase | +16.88% | 2.98K shares | 521K | $90.41 | 20.64K |
| Q1 2021 | share | Decrease | -1.29% | -231 shares | 146K | $76.26 | 17.66K |
| Q1 2021 | call | Decrease | -100.00% | -2 shares | -2K | $76.26 | 0 |
| Q4 2020 | call | Increase | 0.00% | 2 shares | 2K | $66.95 | 2 |
| Q4 2020 | share | Increase | +16.48% | 2.53K shares | 483K | $66.95 | 17.89K |
| Q3 2020 | share | Increase | +10.70% | 1.48K shares | 73K | $46.9 | 15.36K |
| Q2 2020 | share | Decrease | -43.37% | -10.62K shares | -163K | $46.52 | 13.87K |
| Q1 2020 | share | Decrease | -13.33% | -3.76K shares | -612K | $32.47 | 24.50K |
| Q4 2019 | share | Decrease | -5.11% | -1.52K shares | 174K | $48.5 | 28.27K |
| Q3 2019 | share | Increase | +4.05% | 1.15K shares | 16K | $40.18 | 29.79K |
| Q2 2019 | share | Increase | +6.12% | 1.65K shares | 116K | $40.93 | 28.63K |
| Q1 2019 | share | Increase | +26.64% | 5.67K shares | 294K | $39.18 | 26.98K |
| Q4 2018 | share | Decrease | -60.93% | -33.23K shares | -1.16M | $36.56 | 21.30K |
| Q3 2018 | share | Increase | +13.31% | 6.40K shares | 268K | $42.65 | 54.54K |
| Q2 2018 | share | Increase | +267.79% | 35.04K shares | 1.06M | $43.16 | 48.13K |
| Q1 2018 | share | Increase | +54.99% | 4.64K shares | 237K | $48.9 | 13.08K |
| Q4 2017 | share | Increase | +39.82% | 2.40K shares | 149K | $47.34 | 8.44K |
| Q3 2017 | share | Increase | +7.51% | 422 shares | 40K | $43.24 | 6.03K |
| Q2 2017 | share | Increase | +5.56% | 296 shares | 36K | $39.79 | 5.61K |
| Q1 2017 | share | Increase | +8.81% | 431 shares | 14K | $38.08 | 5.32K |
| Q4 2016 | share | Increase | 0.00% | 4.89K shares | 208K | $37.38 | 4.89K |