DOUGLASS WINTHROP ADVISORS, LLC – Transaction History
DOUGLASS WINTHROP ADVISORS, LLC portfolio value:
1.28M
portfolio value
DOUGLASS WINTHROP ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.97% | 266 shares | 28K | 3.60K | |
| Q2 2022 | share | Increase | +441.17% | 2.72K shares | 981K | 3.33K | |
| Q1 2022 | share | Increase | +10.18% | 57 shares | 13K | 617 | |
| Q4 2021 | share | Decrease | -3.78% | -22 shares | 16K | 560 | |
| Q3 2021 | share | Decrease | -4.43% | -27 shares | -11K | 582 | |
| Q2 2021 | share | Decrease | -0.16% | -1 shares | 19K | 609 | |
| Q1 2021 | share | Decrease | -12.23% | -85 shares | -18K | 610 | |
| Q4 2020 | share | Decrease | -7.09% | -53 shares | 10K | 695 | |
| Q3 2020 | share | Increase | 0.00% | 748 shares | 250K | 748 | |
| Q2 2020 | share | Decrease | -100.00% | -905 shares | -233K | 0 | |
| Q1 2020 | share | Decrease | -68.73% | -1.98K shares | -698K | 905 | |
| Q4 2019 | share | Decrease | -11.04% | -359 shares | -34K | 2.89K | |
| Q3 2019 | share | Increase | +1.31% | 42 shares | 24K | 3.25K | |
| Q2 2019 | share | Decrease | -28.04% | -1.25K shares | -319K | 3.21K | |
| Q1 2019 | share | Decrease | -17.55% | -950 shares | -93K | 4.46K | |
| Q4 2018 | share | Decrease | -10.93% | -664 shares | -413K | 5.41K | |
| Q3 2018 | share | Decrease | -46.16% | -5.20K shares | -1.29M | 6.07K | |
| Q2 2018 | share | Decrease | -19.87% | -2.79K shares | -645K | 11.28K | |
| Q1 2018 | share | Increase | +4.36% | 588 shares | 105K | 14.08K | |
| Q4 2017 | share | Increase | 0.00% | 13.49K shares | 3.60M | 13.49K |