NAVIS WEALTH ADVISORS, LLC – Morgan Stanley Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$213,000
portfolio value
NAVIS 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 | 0.00% | 0 shares | 8K | $79.01 | 2.7K | |
| Q2 2022 | share | 0.00% | 0 shares | -31K | $76.06 | 2.7K | |
| Q1 2022 | share | Decrease | -10.00% | -300 shares | -58K | $87.4 | 2.7K |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $98.8 | 3K | |
| Q3 2021 | share | 0.00% | 0 shares | 17K | $96.65 | 3K | |
| Q2 2021 | share | 0.00% | 0 shares | 42K | $90.41 | 3K | |
| Q1 2021 | share | 0.00% | 0 shares | 27K | $76.26 | 3K | |
| Q4 2020 | share | Increase | 0.00% | 3K shares | 206K | $66.95 | 3K |