CONCORD WEALTH PARTNERS – Morgan Stanley Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$447,000
portfolio value
CONCORD WEALTH PARTNERS 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 | -8.14% | -502 shares | -22K | $79.01 | 5.66K |
| Q2 2022 | share | Decrease | -1.06% | -66 shares | -76K | $76.06 | 6.16K |
| Q1 2022 | share | Increase | +11.33% | 634 shares | -4K | $87.4 | 6.23K |
| Q4 2021 | share | Increase | +232.56% | 3.91K shares | 385K | $98.8 | 5.59K |
| Q3 2021 | share | Decrease | -65.87% | -3.24K shares | -288K | $96.65 | 1.68K |
| Q2 2021 | share | Increase | +23.03% | 923 shares | 141K | $90.41 | 4.93K |
| Q1 2021 | share | Increase | +26620.00% | 3.99K shares | 310K | $76.26 | 4.00K |
| Q4 2020 | share | Increase | 0.00% | 15 shares | 1K | $66.95 | 15 |