BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
818,000
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.48%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.62% | -729 shares | -43K | 27.11K | |
| Q2 2022 | share | Increase | +5.24% | 1.38K shares | -66K | 27.83K | |
| Q1 2022 | share | Increase | +36.64% | 7.09K shares | 257K | 26.45K | |
| Q4 2021 | share | Increase | +1.84% | 350 shares | 43K | 19.35K | |
| Q3 2021 | share | Decrease | -12.30% | -2.66K shares | -84K | 19.00K | |
| Q2 2021 | share | Decrease | -1.59% | -350 shares | 25K | 21.67K | |
| Q1 2021 | share | Increase | 0.00% | 22.02K shares | 686K | 22.02K |