BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
925,000
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.83%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.95% | 299 shares | -18K | 31.83K | |
| Q2 2022 | share | Increase | +0.55% | 171 shares | -121K | 31.53K | |
| Q1 2022 | share | Decrease | -1.96% | -627 shares | -4K | 31.36K | |
| Q4 2021 | share | Decrease | -21.80% | -8.91K shares | -234K | 31.99K | |
| Q3 2021 | share | Decrease | -1.40% | -580 shares | -12K | 40.90K | |
| Q2 2021 | share | Increase | +96.32% | 20.35K shares | 679K | 41.48K | |
| Q1 2021 | share | Increase | +824.81% | 18.84K shares | 565K | 21.13K | |
| Q4 2020 | share | 0.00% | 0 shares | 5K | 2.28K | ||
| Q3 2020 | share | Increase | 0.00% | 2.28K shares | 65K | 2.28K |