ELK RIVER WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
ELK RIVER WEALTH MANAGEMENT, LLC portfolio value:
$4.37M
portfolio value
ELK RIVER 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 | Increase | +1.67% | 912 shares | 233K | $79.01 | 55.37K |
| Q2 2022 | share | Increase | +0.11% | 58 shares | -613K | $76.06 | 54.45K |
| Q1 2022 | share | Increase | +7.27% | 3.68K shares | -223K | $87.4 | 54.4K |
| Q4 2021 | share | Increase | +3.62% | 1.77K shares | 216K | $98.8 | 50.71K |
| Q3 2021 | share | Increase | +3.68% | 1.73K shares | 434K | $96.65 | 48.93K |
| Q2 2021 | share | Increase | +4.65% | 2.09K shares | 825K | $90.41 | 47.20K |
| Q1 2021 | share | Increase | +17.00% | 6.55K shares | 861K | $76.26 | 45.10K |
| Q4 2020 | share | Increase | 0.00% | 38.55K shares | 2.64M | $66.95 | 38.55K |