VALEO FINANCIAL ADVISORS, LLC – Morgan Stanley Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$708,000
portfolio value
VALEO FINANCIAL ADVISORS, 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 | +5.81% | 492 shares | 64K | $79.01 | 8.96K |
| Q2 2022 | share | Decrease | -27.73% | -3.25K shares | -381K | $76.06 | 8.47K |
| Q1 2022 | share | Increase | +44.23% | 3.59K shares | 227K | $87.4 | 11.72K |
| Q4 2021 | share | Increase | +10.09% | 745 shares | 80K | $98.8 | 8.12K |
| Q3 2021 | share | Increase | +15.63% | 998 shares | 133K | $96.65 | 7.38K |
| Q2 2021 | share | Decrease | -3.40% | -225 shares | 72K | $90.41 | 6.38K |
| Q1 2021 | share | Decrease | -3.83% | -263 shares | 42K | $76.26 | 6.61K |
| Q4 2020 | share | Increase | +67.76% | 2.77K shares | 273K | $66.95 | 6.87K |
| Q3 2020 | share | Decrease | -34.91% | -2.19K shares | -106K | $46.9 | 4.09K |
| Q2 2020 | share | Increase | +54.72% | 2.22K shares | 138K | $46.52 | 6.29K |
| Q1 2020 | share | Increase | +19.16% | 654 shares | -9K | $32.47 | 4.06K |
| Q4 2019 | share | Increase | +20.47% | 580 shares | 54K | $48.5 | 3.41K |
| Q3 2019 | share | Increase | +0.64% | 18 shares | -2K | $40.18 | 2.83K |
| Q2 2019 | share | Decrease | -3.26% | -95 shares | 0 | $40.93 | 2.81K |
| Q1 2019 | share | Increase | +31.90% | 704 shares | 35K | $39.18 | 2.91K |
| Q4 2018 | share | Increase | +0.41% | 9 shares | -12K | $36.56 | 2.20K |
| Q3 2018 | share | Increase | +11.01% | 218 shares | 6K | $42.65 | 2.19K |
| Q2 2018 | share | Increase | +2.86% | 55 shares | -10K | $43.16 | 1.98K |
| Q1 2018 | share | Increase | +288.89% | 1.43K shares | 78K | $48.9 | 1.92K |
| Q4 2017 | share | Increase | +98.80% | 246 shares | 14K | $47.34 | 495 |
| Q3 2017 | share | Increase | 0.00% | 249 shares | 12K | $43.24 | 249 |