ALTA WEALTH ADVISORS LLC – Morgan Stanley Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$236,000
portfolio value
ALTA 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 | +5.29% | 150 shares | 17K | $79.01 | 2.98K |
| Q2 2022 | share | 0.00% | 0 shares | -29K | $76.06 | 2.83K | |
| Q1 2022 | share | Increase | 0.00% | 2.83K shares | 248K | $87.4 | 2.83K |