PRINCIPLE WEALTH PARTNERS LLC – Morgan Stanley Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$995,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | 0.00% | 0 shares | 38K | $79.01 | 12.58K | |
| Q2 2022 | share | 0.00% | 0 shares | -143K | $76.06 | 12.58K | |
| Q1 2022 | share | Increase | +0.02% | 3 shares | -135K | $87.4 | 12.58K |
| Q4 2021 | share | Increase | +1.03% | 128 shares | 23K | $98.8 | 12.58K |
| Q3 2021 | share | Decrease | -5.54% | -730 shares | 3K | $96.65 | 12.45K |
| Q2 2021 | share | Decrease | -4.19% | -576 shares | 140K | $90.41 | 13.18K |
| Q1 2021 | share | 0.00% | 0 shares | 126K | $76.26 | 13.76K | |
| Q4 2020 | share | Decrease | -3.44% | -490 shares | 254K | $66.95 | 13.76K |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $46.9 | 14.25K | |
| Q2 2020 | share | 0.00% | 0 shares | 203K | $46.52 | 14.25K | |
| Q1 2020 | share | 0.00% | 0 shares | -244K | $32.47 | 14.25K | |
| Q4 2019 | share | Increase | +4.24% | 580 shares | 146K | $48.5 | 14.25K |
| Q3 2019 | share | Increase | +29.72% | 3.13K shares | 121K | $40.18 | 13.67K |
| Q2 2019 | share | 0.00% | 0 shares | 17K | $40.93 | 10.54K | |
| Q1 2019 | share | Increase | +17.53% | 1.57K shares | 109K | $39.18 | 10.54K |
| Q4 2018 | share | Increase | 0.00% | 8.96K shares | 336K | $36.56 | 8.96K |