WMS PARTNERS, LLC – Transaction History
WMS PARTNERS, LLC portfolio value:
2.45M
portfolio value
WMS PARTNERS, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.64% | 5.51K shares | -27K | 77.71K | |
| Q2 2022 | share | Decrease | -15.26% | -13K shares | -661K | 72.19K | |
| Q1 2022 | share | Increase | +13.39% | 10.06K shares | 523K | 85.19K | |
| Q4 2021 | share | Decrease | -1.31% | -1K shares | 71K | 75.13K | |
| Q3 2021 | share | Increase | +20.59% | 13K shares | 416K | 76.13K | |
| Q2 2021 | share | Increase | 0.00% | 63.13K shares | 2.12M | 63.13K |