ALTFEST L J & CO INC – Transaction History
ALTFEST L J & CO INC portfolio value:
$1.06M
portfolio value
ALTFEST L J & CO INC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.34% | 2.58K shares | -45K | $28.13 | 37.77K |
| Q2 2022 | share | Increase | +1.00% | 347 shares | -172K | $31.45 | 35.18K |
| Q1 2022 | share | Increase | +1.51% | 518 shares | -55K | $36.72 | 34.84K |
| Q4 2021 | share | Increase | +6.57% | 2.11K shares | 88K | $38.93 | 34.32K |
| Q3 2021 | share | Increase | +4.97% | 1.52K shares | 36K | $38.7 | 32.20K |
| Q2 2021 | share | Decrease | -3.11% | -984 shares | 19K | $39.45 | 30.68K |
| Q1 2021 | share | Increase | +2.01% | 623 shares | 73K | $37.3 | 31.66K |
| Q4 2020 | share | Increase | +0.64% | 197 shares | 149K | $35.7 | 31.04K |
| Q3 2020 | share | Increase | +2.04% | 617 shares | 70K | $30.69 | 30.84K |
| Q2 2020 | share | Decrease | -1.66% | -511 shares | 105K | $29.08 | 30.23K |
| Q1 2020 | share | Decrease | -1.12% | -347 shares | -252K | $25.05 | 30.74K |
| Q4 2019 | share | Increase | +3.63% | 1.08K shares | 90K | $32.61 | 31.08K |
| Q3 2019 | share | Increase | +0.43% | 129 shares | -3K | $30.22 | 30.00K |
| Q2 2019 | share | Increase | +7.38% | 2.05K shares | 88K | $30.44 | 29.87K |
| Q1 2019 | share | Increase | +25.03% | 5.56K shares | 240K | $29.46 | 27.81K |
| Q4 2018 | share | Decrease | -6.00% | -1.42K shares | -163K | $26.67 | 22.25K |
| Q3 2018 | share | Decrease | -11.09% | -2.95K shares | -86K | $30.64 | 23.67K |
| Q2 2018 | share | Increase | +0.01% | 2 shares | -17K | $30.2 | 26.62K |
| Q1 2018 | share | Increase | 0.00% | 26.61K shares | 897K | $30.81 | 26.61K |