DESTINATION WEALTH MANAGEMENT – Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
9.08M
portfolio value
DESTINATION WEALTH MANAGEMENT quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.65% | 8.48K shares | 14K | 241.21K | |
| Q2 2022 | share | Decrease | -2.38% | -5.68K shares | -1.51M | 232.72K | |
| Q1 2022 | share | Increase | +0.27% | 642 shares | 43K | 238.40K | |
| Q4 2021 | share | Decrease | -0.27% | -648 shares | 665K | 237.76K | |
| Q3 2021 | share | Decrease | -1.75% | -4.24K shares | -297K | 238.41K | |
| Q2 2021 | share | Decrease | -3.86% | -9.73K shares | -23K | 242.65K | |
| Q1 2021 | share | Decrease | -4.97% | -13.20K shares | 957K | 252.38K | |
| Q4 2020 | share | Decrease | -12.17% | -36.80K shares | 500K | 265.59K | |
| Q3 2020 | share | Increase | +3.41% | 9.95K shares | 457K | 302.39K | |
| Q2 2020 | share | Increase | +12.47% | 32.42K shares | 2.00M | 292.43K | |
| Q1 2020 | share | Increase | +3.60% | 9.03K shares | -3.26M | 260.01K | |
| Q4 2019 | share | Increase | +1.77% | 4.36K shares | 592K | 250.97K | |
| Q3 2019 | share | Increase | +3.10% | 7.41K shares | 296K | 246.61K | |
| Q2 2019 | share | Decrease | -2.92% | -7.18K shares | -159K | 239.20K | |
| Q1 2019 | share | Decrease | -3.56% | -9.10K shares | 737K | 246.39K | |
| Q4 2018 | share | Increase | +1.15% | 2.90K shares | -1.23M | 255.49K | |
| Q3 2018 | share | Decrease | -4.34% | -11.45K shares | -138K | 252.58K | |
| Q2 2018 | share | Increase | +1.75% | 4.53K shares | 599K | 264.03K | |
| Q1 2018 | share | Decrease | -1.33% | -3.50K shares | -425K | 259.50K | |
| Q4 2017 | share | Increase | +0.60% | 1.55K shares | 568K | 263.00K | |
| Q3 2017 | share | Increase | +4.64% | 11.58K shares | 570K | 261.45K | |
| Q2 2017 | share | Increase | +6.43% | 15.10K shares | 509K | 249.86K | |
| Q1 2017 | share | Increase | +11.85% | 24.87K shares | 1.02M | 234.75K | |
| Q4 2016 | share | Increase | +14.24% | 26.16K shares | 1.03M | 209.88K | |
| Q3 2016 | share | Increase | +33.55% | 46.15K shares | 1.46M | 183.72K | |
| Q2 2016 | share | Increase | +174.09% | 87.37K shares | 2.75M | 137.56K | |
| Q1 2016 | share | 0.00% | 0 shares | 0 | 50.19K |