DOUGLASS WINTHROP ADVISORS, LLC – Transaction History
DOUGLASS WINTHROP ADVISORS, LLC portfolio value:
543,000
portfolio value
DOUGLASS WINTHROP ADVISORS, LLC quarter portfolio value change:
+4.19%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.25% | -71 shares | -2K | 1.59K | |
| Q2 2022 | share | Increase | +4.44% | 71 shares | 55K | 1.67K | |
| Q1 2022 | share | Decrease | -23.82% | -500 shares | -32K | 1.59K | |
| Q4 2021 | share | 0.00% | 0 shares | 104K | 2.09K | ||
| Q3 2021 | share | Increase | +5.42% | 108 shares | 37K | 2.09K | |
| Q2 2021 | share | Increase | +12.17% | 216 shares | 35K | 1.99K | |
| Q1 2021 | share | Increase | 0.00% | 1.77K shares | 346K | 1.77K | |
| Q3 2018 | share | Decrease | -100.00% | -1.58K shares | -211K | 0 | |
| Q2 2018 | share | Increase | +7.09% | 105 shares | 3K | 1.58K | |
| Q1 2018 | share | 0.00% | 0 shares | -23K | 1.48K | ||
| Q4 2017 | share | Decrease | -7.67% | -123 shares | -15K | 1.48K | |
| Q3 2017 | share | Decrease | -66.63% | -3.2K shares | -544K | 1.60K | |
| Q2 2017 | share | Increase | +42.40% | 1.43K shares | 290K | 4.80K | |
| Q1 2017 | share | Increase | 0.00% | 3.37K shares | 500K | 3.37K | |
| Q4 2016 | share | Decrease | -100.00% | -5.67K shares | -946K | 0 | |
| Q3 2016 | share | Decrease | -1.39% | -80 shares | -128K | 5.67K | |
| Q2 2016 | share | Decrease | -6.59% | -406 shares | 105K | 5.75K | |
| Q1 2016 | share | Increase | +43.21% | 1.85K shares | 121K | 6.16K |