XCEL WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$3.57M
portfolio value
XCEL 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 | +12.83% | 5.15K shares | 525K | $79.01 | 45.28K |
| Q2 2022 | share | Increase | +5.31% | 2.02K shares | -278K | $76.06 | 40.13K |
| Q1 2022 | share | Increase | +7.05% | 2.51K shares | -163K | $87.4 | 38.11K |
| Q4 2021 | share | Increase | +41.57% | 10.45K shares | 1.04M | $98.8 | 35.6K |
| Q3 2021 | share | Increase | +62.13% | 9.63K shares | 1.02M | $96.65 | 25.14K |
| Q2 2021 | share | Decrease | -0.32% | -50 shares | 214K | $90.41 | 15.51K |
| Q1 2021 | share | 0.00% | 0 shares | 142K | $76.26 | 15.56K | |
| Q4 2020 | share | Decrease | -2.14% | -340 shares | 298K | $66.95 | 15.56K |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $46.9 | 15.9K | |
| Q2 2020 | share | Increase | +13.28% | 1.86K shares | 290K | $46.52 | 15.9K |
| Q1 2020 | share | Decrease | -36.30% | -8K shares | -649K | $32.47 | 14.03K |
| Q4 2019 | share | 0.00% | 0 shares | 186K | $48.5 | 22.03K | |
| Q3 2019 | share | Decrease | -19.39% | -5.3K shares | -257K | $40.18 | 22.03K |
| Q2 2019 | share | Decrease | -5.33% | -1.54K shares | -21K | $40.93 | 27.33K |
| Q1 2019 | share | 0.00% | 0 shares | 74K | $39.18 | 28.87K | |
| Q4 2018 | share | Increase | 0.00% | 28.87K shares | 1.14M | $36.56 | 28.87K |