BSW WEALTH PARTNERS – Transaction History
BSW WEALTH PARTNERS portfolio value:
5.77M
portfolio value
BSW WEALTH PARTNERS 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 | +2.20% | 3.94K shares | -374K | 183.25K | |
| Q2 2022 | share | Decrease | -9.75% | -19.36K shares | -1.16M | 179.30K | |
| Q1 2022 | share | Increase | +1.53% | 3K shares | 506K | 198.67K | |
| Q4 2021 | share | Increase | +3.26% | 6.17K shares | 480K | 195.67K | |
| Q3 2021 | share | Increase | +1.67% | 3.12K shares | 48K | 189.49K | |
| Q2 2021 | share | Increase | 0.00% | 186.37K shares | 6.28M | 186.37K |