OUTLOOK WEALTH ADVISORS, LLC – Morgan Stanley Transaction History
OUTLOOK WEALTH ADVISORS, LLC portfolio value:
$708,000
portfolio value
OUTLOOK WEALTH ADVISORS, 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 | Decrease | -1.05% | -95 shares | 20K | $79.01 | 8.95K |
| Q2 2022 | share | Increase | +0.72% | 65 shares | -97K | $76.06 | 9.04K |
| Q1 2022 | share | Decrease | -5.14% | -465 shares | -138K | $87.4 | 8.57K |
| Q4 2021 | share | Increase | +0.81% | 73 shares | 15K | $98.8 | 9.04K |
| Q3 2021 | share | Increase | +0.41% | 37 shares | 54K | $96.65 | 8.97K |
| Q2 2021 | share | Increase | +7.54% | 626 shares | 174K | $90.41 | 8.93K |
| Q1 2021 | share | Decrease | -17.65% | -1.78K shares | -46K | $76.26 | 8.30K |
| Q4 2020 | share | Increase | +2.84% | 279 shares | 217K | $66.95 | 10.08K |
| Q3 2020 | share | Increase | +5.83% | 540 shares | 26K | $46.9 | 9.80K |
| Q2 2020 | share | Increase | +5.90% | 516 shares | 150K | $46.52 | 9.26K |
| Q1 2020 | share | Increase | +3.83% | 323 shares | -133K | $32.47 | 8.75K |
| Q4 2019 | share | Increase | +8.54% | 663 shares | 100K | $48.5 | 8.42K |
| Q3 2019 | share | Increase | +3.19% | 240 shares | 1K | $40.18 | 7.76K |
| Q2 2019 | share | Increase | +7.68% | 537 shares | 35K | $40.93 | 7.52K |
| Q1 2019 | share | Increase | +509.86% | 5.84K shares | 294.54K | $39.18 | 6.98K |
| Q4 2018 | share | Increase | 0.00% | 1.14K shares | 454 | $36.56 | 1.14K |