MARCUM WEALTH, LLC – Morgan Stanley Transaction History
MARCUM WEALTH, LLC portfolio value:
$363,000
portfolio value
MARCUM WEALTH, 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 | +9.69% | 406 shares | 44K | $79.01 | 4.59K |
| Q2 2022 | share | Decrease | -7.83% | -356 shares | -78K | $76.06 | 4.19K |
| Q1 2022 | share | Increase | +11.23% | 459 shares | -4K | $87.4 | 4.54K |
| Q4 2021 | share | Decrease | -13.28% | -626 shares | -58K | $98.8 | 4.08K |
| Q3 2021 | share | Increase | +2.37% | 109 shares | 37K | $96.65 | 4.71K |
| Q2 2021 | share | Decrease | -2.81% | -133 shares | 54K | $90.41 | 4.60K |
| Q1 2021 | share | Increase | 0.00% | 4.73K shares | 368K | $76.26 | 4.73K |