DESTINATION WEALTH MANAGEMENT – Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$3.96M
portfolio value
DESTINATION WEALTH MANAGEMENT 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 | Decrease | -41.90% | -101.70K shares | -3.66M | $28.13 | 141.00K |
| Q2 2022 | share | Increase | +66.10% | 96.58K shares | 2.26M | $31.45 | 242.71K |
| Q1 2022 | share | Decrease | -12.06% | -20.03K shares | -1.09M | $36.72 | 146.12K |
| Q4 2021 | share | Increase | +5.78% | 9.08K shares | 380K | $38.93 | 166.15K |
| Q3 2021 | share | Decrease | -0.37% | -584 shares | -141K | $38.7 | 157.07K |
| Q2 2021 | share | Decrease | -7.86% | -13.45K shares | -217K | $39.45 | 157.65K |
| Q1 2021 | share | Decrease | -28.55% | -68.38K shares | -2.18M | $37.3 | 171.11K |
| Q4 2020 | share | Increase | +385.30% | 190.15K shares | 7.07M | $35.7 | 239.50K |
| Q3 2020 | share | Decrease | -4.35% | -2.24K shares | 15K | $30.69 | 49.35K |
| Q2 2020 | share | Decrease | -26.70% | -18.79K shares | -284K | $29.08 | 51.59K |
| Q1 2020 | share | Increase | +59.97% | 26.38K shares | 339K | $25.05 | 70.38K |
| Q4 2019 | share | Decrease | -15.65% | -8.16K shares | -182K | $32.61 | 43.99K |
| Q3 2019 | share | Decrease | -4.27% | -2.32K shares | -87K | $30.22 | 52.16K |
| Q2 2019 | share | Decrease | -5.61% | -3.23K shares | -59K | $30.44 | 54.49K |
| Q1 2019 | share | Decrease | -71.89% | -147.68K shares | -4.01M | $29.46 | 57.73K |
| Q4 2018 | share | Increase | +384.69% | 163.03K shares | 4.40M | $26.67 | 205.41K |
| Q3 2018 | share | Increase | +5.00% | 2.02K shares | 87K | $30.64 | 42.38K |
| Q2 2018 | share | Increase | +2.20% | 867 shares | 3K | $30.2 | 40.36K |
| Q1 2018 | share | Increase | +0.18% | 71 shares | -12K | $30.81 | 39.49K |
| Q4 2017 | share | Increase | +6.38% | 2.36K shares | 103K | $31.13 | 39.42K |
| Q3 2017 | share | Decrease | -1.60% | -602 shares | 43K | $29.88 | 37.05K |
| Q2 2017 | share | Decrease | -11.43% | -4.86K shares | -73K | $28.37 | 37.65K |
| Q1 2017 | share | Decrease | -68.52% | -92.54K shares | -2.46M | $26.67 | 42.51K |
| Q4 2016 | share | Increase | +278.64% | 99.39K shares | 2.71M | $24.71 | 135.06K |
| Q3 2016 | share | Increase | +4.23% | 1.44K shares | 99K | $25.05 | 35.67K |
| Q2 2016 | share | Increase | +223.25% | 23.63K shares | 636K | $23.59 | 34.22K |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $23.59 | 10.58K |