CLEARVIEW WEALTH ADVISORS LLC – Morgan Stanley Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$60,000
portfolio value
CLEARVIEW WEALTH ADVISORS 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 | Increase | +0.27% | 2 shares | 3K | $79.01 | 753 |
| Q2 2022 | share | Decrease | -24.82% | -248 shares | -30K | $76.06 | 751 |
| Q1 2022 | share | Decrease | -32.68% | -485 shares | -59K | $87.4 | 999 |
| Q4 2021 | share | Decrease | -22.79% | -438 shares | -41K | $98.8 | 1.48K |
| Q3 2021 | share | Increase | +69.34% | 787 shares | 83K | $96.65 | 1.92K |
| Q2 2021 | share | Increase | +124.31% | 629 shares | 65K | $90.41 | 1.13K |
| Q1 2021 | share | Increase | +386.54% | 402 shares | 32K | $76.26 | 506 |
| Q4 2020 | share | Increase | 0.00% | 104 shares | 7K | $66.95 | 104 |