KOVACK ADVISORS, INC. – Morgan Stanley Transaction History
KOVACK ADVISORS, INC. portfolio value:
$617,000
portfolio value
KOVACK ADVISORS, INC. 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 | +2.04% | 156 shares | 35K | $79.01 | 7.80K |
| Q2 2022 | share | Increase | +3.71% | 274 shares | -62K | $76.06 | 7.65K |
| Q1 2022 | share | Increase | +27.61% | 1.59K shares | 77K | $87.4 | 7.37K |
| Q4 2021 | share | Increase | +41.77% | 1.70K shares | 170K | $98.8 | 5.78K |
| Q3 2021 | share | Increase | +5.43% | 210 shares | 42K | $96.65 | 4.07K |
| Q2 2021 | share | Decrease | -17.92% | -844 shares | -11K | $90.41 | 3.86K |
| Q1 2021 | share | Decrease | -19.62% | -1.15K shares | -36K | $76.26 | 4.71K |
| Q4 2020 | share | Increase | +14.20% | 729 shares | 154K | $66.95 | 5.86K |
| Q3 2020 | share | Increase | 0.00% | 5.13K shares | 248K | $46.9 | 5.13K |
| Q1 2020 | share | Decrease | -100.00% | -5.07K shares | -259K | $32.47 | 0 |
| Q4 2019 | call | Decrease | -100.00% | -1 shares | -2K | $48.5 | 0 |
| Q4 2019 | share | Decrease | -20.37% | -1.29K shares | -13K | $48.5 | 5.07K |
| Q3 2019 | share | Decrease | -0.38% | -24 shares | -8K | $40.18 | 6.37K |
| Q3 2019 | call | 0.00% | 0 shares | 0 | $40.18 | 1 | |
| Q2 2019 | call | 0.00% | 0 shares | 0 | $40.93 | 1 | |
| Q2 2019 | share | Decrease | -4.75% | -319 shares | -3K | $40.93 | 6.39K |
| Q1 2019 | call | Increase | 0.00% | 1 shares | 2K | $39.18 | 1 |
| Q1 2019 | share | Decrease | -2.95% | -204 shares | 9K | $39.18 | 6.71K |
| Q4 2018 | call | Decrease | -100.00% | -1 shares | -2K | $36.56 | 0 |
| Q4 2018 | share | Increase | +2.55% | 172 shares | -40K | $36.56 | 6.91K |
| Q3 2018 | call | Increase | 0.00% | 1 shares | 2K | $42.65 | 1 |
| Q3 2018 | share | Increase | 0.00% | 6.74K shares | 314K | $42.65 | 6.74K |
| Q4 2017 | call | Decrease | -100.00% | -1 shares | -1K | $47.34 | 0 |
| Q4 2017 | share | Decrease | -100.00% | -4.93K shares | -238K | $47.34 | 0 |
| Q3 2017 | call | Increase | 0.00% | 1 shares | 1K | $43.24 | 1 |
| Q3 2017 | share | Decrease | -2.45% | -124 shares | 13K | $43.24 | 4.93K |
| Q2 2017 | share | Increase | +7.25% | 342 shares | 23K | $39.79 | 5.05K |
| Q1 2017 | share | Increase | 0.00% | 4.71K shares | 202K | $38.08 | 4.71K |