RMR WEALTH BUILDERS – Morgan Stanley Transaction History
RMR WEALTH BUILDERS portfolio value:
$491,000
portfolio value
RMR WEALTH BUILDERS 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 | +0.84% | 52 shares | 22K | $79.01 | 6.21K |
| Q2 2022 | share | Decrease | -29.64% | -2.59K shares | -296K | $76.06 | 6.16K |
| Q1 2022 | share | Increase | +33.32% | 2.18K shares | 120K | $87.4 | 8.75K |
| Q4 2021 | share | Increase | +132.62% | 3.74K shares | 370K | $98.8 | 6.56K |
| Q3 2021 | share | 0.00% | 0 shares | 16K | $96.65 | 2.82K | |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $90.41 | 2.82K | |
| Q1 2021 | share | Increase | +6.69% | 177 shares | 38K | $76.26 | 2.82K |
| Q4 2020 | share | Increase | 0.00% | 2.64K shares | 181K | $66.95 | 2.64K |
| Q3 2020 | share | Decrease | -100.00% | -2.64K shares | -128K | $46.9 | 0 |
| Q2 2020 | share | 0.00% | 0 shares | -7K | $46.52 | 2.64K | |
| Q4 2019 | share | Increase | 0.00% | 2.64K shares | 135K | $48.5 | 2.64K |