CURI WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$562,000
portfolio value
CURI 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 | +21.74% | 1.27K shares | 118K | $79.01 | 7.11K |
| Q2 2022 | share | Increase | +2.12% | 121 shares | -55K | $76.06 | 5.84K |
| Q1 2022 | share | Increase | +35.29% | 1.49K shares | 84K | $87.4 | 5.72K |
| Q4 2021 | share | Increase | +2.87% | 118 shares | 16K | $98.8 | 4.22K |
| Q3 2021 | share | Increase | +0.02% | 1 shares | 23K | $96.65 | 4.11K |
| Q2 2021 | share | Increase | +0.07% | 3 shares | 58K | $90.41 | 4.10K |
| Q1 2021 | share | Increase | +0.12% | 5 shares | 37K | $76.26 | 4.10K |
| Q4 2020 | share | Increase | 0.00% | 4.10K shares | 281K | $66.95 | 4.10K |