CENTRIC WEALTH MANAGEMENT – Morgan Stanley Transaction History
CENTRIC WEALTH MANAGEMENT portfolio value:
$325,000
portfolio value
CENTRIC WEALTH MANAGEMENT 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 | Decrease | -8.69% | -391 shares | -17K | $79.01 | 4.11K |
| Q2 2022 | share | Increase | +6.79% | 286 shares | -26K | $76.06 | 4.50K |
| Q1 2022 | share | Increase | +7.86% | 307 shares | -16K | $87.4 | 4.21K |
| Q4 2021 | share | Increase | +0.83% | 32 shares | 7K | $98.8 | 3.90K |
| Q3 2021 | share | 0.00% | 0 shares | 22K | $96.65 | 3.87K | |
| Q2 2021 | share | Increase | +35.29% | 1.01K shares | 133K | $90.41 | 3.87K |
| Q1 2021 | share | Increase | 0.00% | 2.86K shares | 222K | $76.26 | 2.86K |
| Q3 2020 | share | Decrease | -100.00% | -5.07K shares | -245K | $46.9 | 0 |
| Q2 2020 | share | Increase | 0.00% | 5.07K shares | 245K | $46.52 | 5.07K |