AJ WEALTH STRATEGIES, LLC – Morgan Stanley Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$348,000
portfolio value
AJ WEALTH STRATEGIES, 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 | 13K | $79.01 | 4.4K | |
| Q2 2022 | share | 0.00% | 0 shares | -50K | $76.06 | 4.4K | |
| Q1 2022 | share | 0.00% | 0 shares | -47K | $87.4 | 4.4K | |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $98.8 | 4.4K | |
| Q3 2021 | share | 0.00% | 0 shares | 25K | $96.65 | 4.4K | |
| Q2 2021 | share | 0.00% | 0 shares | 61K | $90.41 | 4.4K | |
| Q1 2021 | share | Increase | +44.26% | 1.35K shares | 133K | $76.26 | 4.4K |
| Q4 2020 | share | Increase | 0.00% | 3.05K shares | 209K | $66.95 | 3.05K |