BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
997,000
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.18%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -1.81% | -688 shares | -31K | 37.33K | |
Q2 2022 | share | Decrease | -0.51% | -196 shares | -118K | 38.02K | |
Q1 2022 | share | Decrease | -1.39% | -540 shares | -33K | 38.22K | |
Q4 2021 | share | Increase | +0.39% | 151 shares | 66K | 38.76K | |
Q3 2021 | share | Decrease | -3.95% | -1.58K shares | -33K | 38.60K | |
Q2 2021 | share | Decrease | -9.63% | -4.28K shares | -87K | 40.19K | |
Q1 2021 | share | Increase | 0.00% | 44.48K shares | 1.23M | 44.48K |