DOUGLASS WINTHROP ADVISORS, LLC – Transaction History
DOUGLASS WINTHROP ADVISORS, LLC portfolio value:
633,000
portfolio value
DOUGLASS WINTHROP ADVISORS, LLC quarter portfolio value change:
-12.61%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.80% | -25 shares | -97K | 3.09K | |
| Q2 2022 | share | 0.00% | 0 shares | -91K | 3.11K | ||
| Q1 2022 | share | Decrease | -0.80% | -25 shares | -166K | 3.11K | |
| Q4 2021 | share | Decrease | -5.99% | -200 shares | 47K | 3.14K | |
| Q3 2021 | share | 0.00% | 0 shares | 19K | 3.34K | ||
| Q2 2021 | share | Increase | +6.37% | 200 shares | 120K | 3.34K | |
| Q1 2021 | share | 0.00% | 0 shares | 162K | 3.14K | ||
| Q4 2020 | share | Decrease | -0.19% | -6 shares | 47K | 3.14K | |
| Q3 2020 | share | Increase | +70.98% | 1.30K shares | 286K | 3.14K | |
| Q2 2020 | share | Increase | 0.00% | 1.84K shares | 306K | 1.84K | |
| Q3 2019 | share | Decrease | -100.00% | -1.46K shares | -253K | 0 | |
| Q2 2019 | share | 0.00% | 0 shares | 29K | 1.46K | ||
| Q1 2019 | share | Decrease | -68.05% | -3.12K shares | -355K | 1.46K | |
| Q4 2018 | share | 0.00% | 0 shares | -217K | 4.58K | ||
| Q3 2018 | share | Decrease | -39.55% | -3K shares | -566K | 4.58K | |
| Q2 2018 | share | Increase | +65.43% | 3K shares | 620K | 7.58K | |
| Q1 2018 | share | Increase | +27.01% | 975 shares | 166K | 4.58K | |
| Q4 2017 | share | Increase | 0.00% | 3.61K shares | 576K | 3.61K |