SUMMIT FINANCIAL, LLC – Morgan Stanley Transaction History
SUMMIT FINANCIAL, LLC portfolio value:
$691,300
portfolio value
SUMMIT FINANCIAL, 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 | +96.89% | 4.30K shares | 353.28K | $79.01 | 8.75K |
Q2 2022 | share | Decrease | -17.03% | -912 shares | -130.10K | $76.06 | 4.44K |
Q1 2022 | share | Increase | +1.73% | 91 shares | -48.69K | $87.4 | 5.35K |
Q4 2021 | share | Increase | +53.28% | 1.83K shares | 182.55K | $98.8 | 5.26K |
Q3 2021 | share | Increase | 0.00% | 3.43K shares | 334.26K | $96.65 | 3.43K |