WESTERN WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
WESTERN WEALTH MANAGEMENT, LLC portfolio value:
$1.42M
portfolio value
WESTERN WEALTH MANAGEMENT, 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 | +1.29% | 229 shares | 66K | $79.01 | 17.98K |
| Q2 2022 | share | Decrease | -1.15% | -207 shares | -213K | $76.06 | 17.76K |
| Q1 2022 | share | Increase | +111.45% | 9.47K shares | 735K | $87.4 | 17.96K |
| Q4 2021 | share | Increase | +46.10% | 2.68K shares | 301K | $98.8 | 8.49K |
| Q2 2021 | share | Increase | +16.39% | 819 shares | 146K | $90.41 | 5.81K |
| Q1 2021 | share | Increase | +0.28% | 14 shares | 47K | $76.26 | 4.99K |
| Q4 2020 | share | Decrease | -5.96% | -316 shares | 85K | $66.95 | 4.98K |
| Q3 2020 | share | Decrease | -3.55% | -195 shares | -9K | $46.9 | 5.29K |
| Q3 2020 | call | Decrease | -100.00% | -3K shares | -1K | $46.9 | 0 |
| Q2 2020 | share | Increase | 0.00% | 5.49K shares | 265K | $46.52 | 5.49K |
| Q2 2020 | call | Increase | 0.00% | 3K shares | 1K | $46.52 | 3K |
| Q1 2020 | share | Decrease | -100.00% | -4.99K shares | -255K | $32.47 | 0 |
| Q4 2019 | share | Decrease | -10.99% | -617 shares | 16K | $48.5 | 4.99K |
| Q3 2019 | share | Increase | +14.57% | 714 shares | 24K | $40.18 | 5.61K |
| Q2 2019 | share | Decrease | -12.45% | -697 shares | -22K | $40.93 | 4.90K |
| Q1 2019 | share | Increase | +1.52% | 84 shares | 21K | $39.18 | 5.59K |
| Q4 2018 | share | Increase | 0.00% | 5.51K shares | 216K | $36.56 | 5.51K |