DESTINATION WEALTH MANAGEMENT – Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
4.43M
portfolio value
DESTINATION WEALTH MANAGEMENT quarter portfolio value change:
-0.30%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.82% | 2.48K shares | 231K | 45.17K | |
| Q2 2022 | share | Increase | +3.39% | 1.39K shares | 112K | 42.69K | |
| Q1 2022 | share | Increase | +13.05% | 4.76K shares | 434K | 41.29K | |
| Q4 2021 | share | Increase | +25.86% | 7.50K shares | 738K | 36.52K | |
| Q3 2021 | share | Increase | +16.16% | 4.03K shares | 406K | 29.02K | |
| Q2 2021 | share | Increase | +29.79% | 5.73K shares | 577K | 24.98K | |
| Q1 2021 | share | Decrease | -13.07% | -2.89K shares | -293K | 19.25K | |
| Q4 2020 | share | Increase | 0.00% | 22.14K shares | 2.23M | 22.14K |