WMS PARTNERS, LLC – Transaction History
WMS PARTNERS, LLC portfolio value:
361,000
portfolio value
WMS PARTNERS, LLC quarter portfolio value change:
-9.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +69.88% | 3.12K shares | 125K | 7.59K | |
| Q2 2022 | share | Increase | +2.47% | 108 shares | -37K | 4.47K | |
| Q1 2022 | share | Increase | +5.77% | 238 shares | 7K | 4.36K | |
| Q4 2021 | share | Increase | +1.50% | 61 shares | 3K | 4.12K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | 4.06K | ||
| Q2 2021 | share | Increase | +0.94% | 38 shares | 13K | 4.06K | |
| Q1 2021 | share | Increase | 0.00% | 4.02K shares | 250K | 4.02K |