VISIONARY WEALTH ADVISORS – Morgan Stanley Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$538,000
portfolio value
VISIONARY WEALTH ADVISORS 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 | -9.24% | -694 shares | -33K | $79.01 | 6.81K |
| Q2 2022 | share | Increase | +1.46% | 108 shares | -76K | $76.06 | 7.50K |
| Q1 2022 | share | Increase | +13.49% | 880 shares | 7K | $87.4 | 7.40K |
| Q4 2021 | share | Increase | +48.75% | 2.13K shares | 213K | $98.8 | 6.52K |
| Q3 2021 | share | Decrease | -35.33% | -2.39K shares | -195K | $96.65 | 4.38K |
| Q2 2021 | share | Increase | +3.69% | 241 shares | 114K | $90.41 | 6.77K |
| Q1 2021 | share | Increase | +5.95% | 367 shares | 85K | $76.26 | 6.53K |
| Q4 2020 | share | Increase | +4.65% | 274 shares | 138K | $66.95 | 6.17K |
| Q3 2020 | share | Increase | +22.75% | 1.09K shares | 53K | $46.9 | 5.89K |
| Q2 2020 | share | Increase | 0.00% | 4.80K shares | 232K | $46.52 | 4.80K |
| Q1 2020 | share | Decrease | -100.00% | -4.49K shares | -230K | $32.47 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4.49K shares | 230K | $48.5 | 4.49K |