ATLAS PRIVATE WEALTH ADVISORS – Morgan Stanley Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$860,000
portfolio value
ATLAS PRIVATE 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 | Increase | +0.23% | 25 shares | 34K | $79.01 | 10.88K |
| Q2 2022 | share | Increase | +0.30% | 33 shares | -120K | $76.06 | 10.86K |
| Q1 2022 | share | Decrease | -0.03% | -3 shares | 9K | $87.4 | 10.98K |
| Q3 2021 | share | Decrease | -3.77% | -430 shares | 22K | $96.65 | 10.98K |
| Q2 2021 | share | Decrease | -0.48% | -55 shares | 156K | $90.41 | 11.41K |
| Q1 2021 | share | Increase | +0.20% | 23 shares | 107K | $76.26 | 11.46K |
| Q4 2020 | share | Decrease | -4.46% | -534 shares | 205K | $66.95 | 11.44K |
| Q3 2020 | share | Decrease | -5.30% | -670 shares | -32K | $46.9 | 11.98K |
| Q2 2020 | share | Increase | 0.00% | 12.65K shares | 611K | $46.52 | 12.65K |