BAKER TILLY WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$862,000
portfolio value
BAKER TILLY WEALTH MANAGEMENT, 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 | Decrease | -9.20% | -1.10K shares | -52K | $79.01 | 10.90K |
| Q2 2022 | share | Decrease | -9.23% | -1.22K shares | -243K | $76.06 | 12.01K |
| Q1 2022 | share | Decrease | -4.76% | -661 shares | -207K | $87.4 | 13.23K |
| Q4 2021 | share | Increase | +24.76% | 2.75K shares | 280K | $98.8 | 13.89K |
| Q3 2021 | share | Increase | +18.29% | 1.72K shares | 221K | $96.65 | 11.13K |
| Q2 2021 | share | Increase | +22.32% | 1.71K shares | 335K | $90.41 | 9.41K |
| Q4 2020 | share | Increase | 0.00% | 7.69K shares | 528K | $66.95 | 7.69K |