TRADITION WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$295,000
portfolio value
TRADITION 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 | -16.72% | -750 shares | -46K | $79.01 | 3.73K |
| Q2 2022 | share | Decrease | -15.39% | -816 shares | -122K | $76.06 | 4.48K |
| Q1 2022 | share | Increase | +74.38% | 2.26K shares | 165K | $87.4 | 5.30K |
| Q4 2021 | share | Increase | +4.76% | 138 shares | 16K | $98.8 | 3.04K |
| Q3 2021 | share | Increase | +185.63% | 1.88K shares | 189K | $96.65 | 2.90K |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $90.41 | 1.01K | |
| Q1 2021 | share | 0.00% | 0 shares | 9K | $76.26 | 1.01K | |
| Q4 2020 | share | Increase | 0.00% | 1.01K shares | 70K | $66.95 | 1.01K |