LIBERTY WEALTH MANAGEMENT LLC – MSCI Inc. Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$801,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
+2.34%
quarter
MSCI Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.64% | 12 shares | 24K | $421.79 | 1.89K |
| Q2 2022 | share | Decrease | -1.00% | -19 shares | -181K | $412.15 | 1.88K |
| Q1 2022 | share | Decrease | -1.04% | -20 shares | -222K | $502.88 | 1.90K |
| Q4 2021 | share | Decrease | -1.28% | -25 shares | -8K | $612.54 | 1.92K |
| Q3 2021 | share | Increase | +2.85% | 54 shares | 177K | $607.36 | 1.95K |
| Q2 2021 | share | Increase | +0.11% | 2 shares | 222K | $531.33 | 1.89K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $417.2 | 1.89K | |
| Q4 2020 | share | Increase | +0.42% | 8 shares | 116K | $443.53 | 1.89K |
| Q3 2020 | share | Increase | +0.21% | 4 shares | 44K | $353.67 | 1.88K |
| Q2 2020 | share | 0.00% | 0 shares | 85K | $330.2 | 1.88K | |
| Q1 2020 | share | 0.00% | 0 shares | 58K | $285.26 | 1.88K | |
| Q4 2019 | share | 0.00% | 0 shares | 76K | $254.33 | 1.88K | |
| Q3 2019 | share | 0.00% | 0 shares | -40K | $213.92 | 1.88K | |
| Q2 2019 | share | 0.00% | 0 shares | 76K | $233.88 | 1.88K | |
| Q1 2019 | share | 0.00% | 0 shares | 97K | $194.25 | 1.88K | |
| Q4 2018 | share | Increase | 0.00% | 1.88K shares | 277K | $143.55 | 1.88K |