KCS WEALTH ADVISORY – Morgan Stanley Transaction History
KCS WEALTH ADVISORY portfolio value:
$3.34M
portfolio value
KCS WEALTH ADVISORY 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 | -6.31% | -2.85K shares | -92K | $79.01 | 42.36K |
| Q2 2022 | share | Increase | +2.93% | 1.28K shares | -400K | $76.06 | 45.21K |
| Q1 2022 | share | Increase | +2.99% | 1.27K shares | -348K | $87.4 | 43.92K |
| Q4 2021 | share | Increase | +0.70% | 297 shares | 65K | $98.8 | 42.65K |
| Q3 2021 | share | Decrease | -3.43% | -1.50K shares | 100K | $96.65 | 42.35K |
| Q2 2021 | share | Increase | +1.46% | 631 shares | 665K | $90.41 | 43.86K |
| Q1 2021 | share | Increase | +1.54% | 657 shares | 439K | $76.26 | 43.23K |
| Q4 2020 | share | Increase | +27.87% | 9.28K shares | 1.30M | $66.95 | 42.57K |
| Q3 2020 | share | Decrease | -2.19% | -745 shares | -34K | $46.9 | 33.29K |
| Q2 2020 | share | Increase | +3.25% | 1.07K shares | 523K | $46.52 | 34.03K |
| Q1 2020 | share | Decrease | -13.61% | -5.19K shares | -830K | $32.47 | 32.96K |
| Q4 2019 | share | Increase | +2.53% | 943 shares | 362.96K | $48.5 | 38.16K |
| Q3 2019 | share | Increase | +21.13% | 6.49K shares | 242.03K | $40.18 | 37.21K |
| Q2 2019 | share | Increase | +12.36% | 3.37K shares | 192K | $40.93 | 30.72K |
| Q1 2019 | share | Increase | +9.77% | 2.43K shares | 166K | $39.18 | 27.34K |
| Q4 2018 | share | Increase | +15.21% | 3.28K shares | -19K | $36.56 | 24.91K |
| Q3 2018 | share | Increase | +28.65% | 4.81K shares | 210K | $42.65 | 21.62K |
| Q2 2018 | share | Increase | +2.00% | 329 shares | -92K | $43.16 | 16.80K |
| Q1 2018 | share | Increase | +6.53% | 1.01K shares | 77K | $48.9 | 16.47K |
| Q4 2017 | share | Increase | 0.00% | 15.46K shares | 812K | $47.34 | 15.46K |