DESTINATION WEALTH MANAGEMENT – Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$618,000
portfolio value
DESTINATION WEALTH MANAGEMENT quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +55.99% | 3.97K shares | 206K | $55.81 | 11.07K |
| Q2 2022 | share | Increase | +14.88% | 920 shares | -50K | $57.99 | 7.10K |
| Q1 2022 | share | Decrease | -5.08% | -331 shares | -71K | $74.82 | 6.18K |
| Q4 2021 | share | Increase | +89.03% | 3.06K shares | 23K | $165.03 | 6.51K |
| Q3 2021 | share | Increase | +103.07% | 3.49K shares | 15K | $148.09 | 6.89K |
| Q2 2021 | share | Increase | +84.25% | 3.10K shares | 17K | $145.82 | 6.78K |
| Q1 2021 | share | Increase | +111.36% | 3.88K shares | 31K | $129.53 | 7.36K |
| Q4 2020 | share | Increase | +95.46% | 3.40K shares | 36K | $128.03 | 6.97K |
| Q3 2020 | share | Increase | +93.59% | 3.44K shares | 37K | $114.67 | 7.13K |
| Q2 2020 | share | Increase | +78.88% | 3.24K shares | 46K | $100.94 | 7.36K |
| Q1 2020 | share | Increase | +89.55% | 3.89K shares | -76K | $79.05 | 8.23K |
| Q4 2019 | share | Increase | +98.99% | 4.32K shares | 37K | $92.01 | 8.69K |
| Q3 2019 | share | Increase | +71.90% | 3.65K shares | -56K | $83.02 | 8.73K |
| Q2 2019 | share | Increase | +89.63% | 4.80K shares | -3K | $82.02 | 10.16K |
| Q1 2019 | share | Increase | +126.97% | 5.99K shares | 100K | $78.11 | 10.72K |
| Q4 2018 | share | Increase | +70.94% | 3.92K shares | -127K | $67.65 | 9.44K |
| Q3 2018 | share | Increase | +94.68% | 5.37K shares | 23K | $80.25 | 11.05K |
| Q2 2018 | share | Decrease | -79.86% | -45.03K shares | -3.82M | $74 | 11.35K |
| Q1 2018 | share | Increase | +1595.15% | 106.12K shares | 3.78M | $69.87 | 112.77K |
| Q4 2017 | share | Increase | +101.27% | 6.69K shares | 33K | $68.76 | 13.30K |
| Q3 2017 | share | Increase | +62.89% | 5.10K shares | -76K | $64.09 | 13.22K |
| Q2 2017 | share | Increase | +90.54% | 7.71K shares | -2K | $61.1 | 16.23K |
| Q1 2017 | share | Increase | +119.84% | 9.28K shares | 82K | $58.31 | 17.04K |
| Q4 2016 | share | Increase | +93.65% | 7.49K shares | -11K | $53.7 | 15.50K |
| Q3 2016 | share | Increase | +104.65% | 8.18K shares | 34K | $53.17 | 16.01K |
| Q2 2016 | share | Increase | +90.76% | 7.44K shares | -23K | $50.2 | 15.64K |
| Q1 2016 | share | Increase | +100.00% | 8.20K shares | 0 | $50.01 | 16.40K |