BSW WEALTH PARTNERS – Transaction History
BSW WEALTH PARTNERS portfolio value:
$2.23M
portfolio value
BSW WEALTH PARTNERS quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.92% | -741 shares | -287K | $28.13 | 79.52K |
| Q2 2022 | share | Decrease | -9.20% | -8.13K shares | -722K | $31.45 | 80.26K |
| Q1 2022 | share | Increase | +0.39% | 347 shares | -177K | $36.72 | 88.39K |
| Q4 2021 | share | Increase | +0.39% | 340 shares | 29K | $38.93 | 88.05K |
| Q3 2021 | share | Decrease | -0.96% | -854 shares | -100K | $38.7 | 87.71K |
| Q2 2021 | share | Increase | +1.02% | 893 shares | 196K | $39.45 | 88.56K |
| Q1 2021 | share | Decrease | -4.01% | -3.66K shares | 9K | $37.3 | 87.67K |
| Q4 2020 | share | Decrease | -0.55% | -502 shares | 405K | $35.7 | 91.33K |
| Q3 2020 | share | Decrease | -1.31% | -1.22K shares | 116K | $30.69 | 91.83K |
| Q2 2020 | share | Increase | +1.24% | 1.14K shares | 393K | $29.08 | 93.05K |
| Q1 2020 | share | Decrease | -6.63% | -6.52K shares | -936K | $25.05 | 91.91K |
| Q4 2019 | share | Increase | +1.07% | 1.04K shares | 208K | $32.61 | 98.43K |
| Q3 2019 | share | Decrease | -2.98% | -2.99K shares | -118K | $30.22 | 97.39K |
| Q2 2019 | share | Increase | +0.55% | 545 shares | 95K | $30.44 | 100.38K |
| Q1 2019 | share | Decrease | -28.42% | -39.63K shares | -828K | $29.46 | 99.84K |
| Q4 2018 | share | Increase | +21.88% | 25.04K shares | 117K | $26.67 | 139.48K |
| Q3 2018 | share | Decrease | -0.38% | -439 shares | 40K | $30.64 | 114.44K |
| Q2 2018 | share | Increase | +2.75% | 3.07K shares | 28K | $30.2 | 114.87K |
| Q1 2018 | share | Increase | +4.18% | 4.48K shares | 113K | $30.81 | 111.80K |
| Q4 2017 | share | Increase | +2.80% | 2.92K shares | 162K | $31.13 | 107.31K |
| Q3 2017 | share | Decrease | -2.08% | -2.22K shares | 106K | $29.88 | 104.39K |
| Q2 2017 | share | Increase | +4.41% | 4.5K shares | 338K | $28.37 | 106.62K |
| Q1 2017 | share | Decrease | -44.75% | -82.70K shares | -2.06M | $26.67 | 102.12K |
| Q4 2016 | share | Increase | +8626.49% | 182.70K shares | 5.04M | $24.71 | 184.82K |
| Q3 2016 | share | Decrease | -96.35% | -55.91K shares | -1.49M | $25.05 | 2.11K |
| Q2 2016 | share | Increase | +7.11% | 3.85K shares | 104K | $23.59 | 58.02K |
| Q1 2016 | share | Decrease | -10.34% | -6.25K shares | -196K | $23.59 | 54.17K |