SKYOAK WEALTH, LLC – Morgan Stanley Transaction History
SKYOAK WEALTH, LLC portfolio value:
$3.73M
portfolio value
SKYOAK 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 | Decrease | -1.24% | -591 shares | 95K | $79.01 | 47.20K |
| Q2 2022 | share | Decrease | -1.55% | -754 shares | -608K | $76.06 | 47.79K |
| Q1 2022 | share | Increase | +1.52% | 725 shares | -452K | $87.4 | 48.55K |
| Q4 2021 | share | Increase | +1.24% | 587 shares | 98K | $98.8 | 47.82K |
| Q3 2021 | share | Decrease | -0.38% | -178 shares | 249K | $96.65 | 47.24K |
| Q2 2021 | share | Increase | +0.13% | 61 shares | 430K | $90.41 | 47.41K |
| Q1 2021 | share | Increase | +2.14% | 994 shares | 741K | $76.26 | 47.35K |
| Q4 2020 | share | Decrease | -2.98% | -1.42K shares | 867K | $66.95 | 46.36K |
| Q3 2020 | share | Increase | 0.00% | 47.78K shares | 2.31M | $46.9 | 47.78K |