BOGART WEALTH, LLC – Morgan Stanley Transaction History
BOGART WEALTH, LLC portfolio value:
$110,000
portfolio value
BOGART WEALTH, 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 | +50.27% | 465 shares | 40K | $79.01 | 1.39K |
| Q2 2022 | share | Increase | +13.36% | 109 shares | -1K | $76.06 | 925 |
| Q1 2022 | share | Decrease | -16.48% | -161 shares | -25K | $87.4 | 816 |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $98.8 | 977 | |
| Q3 2021 | share | Decrease | -9.87% | -107 shares | -4K | $96.65 | 977 |
| Q2 2021 | share | Decrease | -98.07% | -55.17K shares | -4.27M | $90.41 | 1.08K |
| Q1 2021 | share | Increase | +32.06% | 13.65K shares | 1.45M | $76.26 | 56.25K |
| Q4 2020 | share | Increase | +9.93% | 3.84K shares | 1.04M | $66.95 | 42.59K |
| Q3 2020 | share | Increase | +0.12% | 45 shares | 4K | $46.9 | 38.74K |
| Q2 2020 | share | Increase | +11.61% | 4.02K shares | 690K | $46.52 | 38.70K |
| Q1 2020 | share | Increase | 0.00% | 34.67K shares | 1.17M | $32.47 | 34.67K |