GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – Morgan Stanley Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$2.10M
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. 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 | +3.32% | 856 shares | 143K | $79.01 | 26.62K |
| Q2 2022 | share | Increase | +26.79% | 5.44K shares | 184K | $76.06 | 25.76K |
| Q1 2022 | share | Increase | +101510.00% | 20.30K shares | 1.77M | $87.4 | 20.32K |
| Q4 2021 | share | Decrease | -20.00% | -5 shares | 0 | $98.8 | 20 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $96.65 | 25 | |
| Q2 2021 | share | Increase | 0.00% | 25 shares | 2K | $90.41 | 25 |
| Q2 2020 | share | Decrease | -100.00% | -325 shares | -11K | $46.52 | 0 |
| Q1 2020 | share | Increase | +8.33% | 25 shares | -4K | $32.47 | 325 |
| Q4 2019 | share | Decrease | -12.02% | -41 shares | 0 | $48.5 | 300 |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $40.18 | 341 | |
| Q2 2019 | share | Decrease | -4.75% | -17 shares | 0 | $40.93 | 341 |
| Q1 2019 | share | Decrease | -30.08% | -154 shares | -5K | $39.18 | 358 |
| Q4 2018 | share | Increase | 0.00% | 512 shares | 20K | $36.56 | 512 |