PERFROMANCE WEALTH PARTNERS, LLC – Morgan Stanley Transaction History
PERFROMANCE WEALTH PARTNERS, LLC portfolio value:
$233,000
portfolio value
PERFROMANCE WEALTH PARTNERS, 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 | -0.67% | -20 shares | 7K | $79.01 | 2.95K |
| Q2 2022 | share | Decrease | -0.34% | -10 shares | -35K | $76.06 | 2.97K |
| Q1 2022 | share | Decrease | -0.60% | -18 shares | -33K | $87.4 | 2.98K |
| Q4 2021 | share | Increase | 0.00% | 2.99K shares | 294K | $98.8 | 2.99K |