BSW WEALTH PARTNERS – Transaction History
BSW WEALTH PARTNERS portfolio value:
1.76M
portfolio value
BSW WEALTH PARTNERS quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.93% | 307 shares | -29K | 6.52K | |
| Q2 2022 | share | Increase | +2.05% | 125 shares | -158K | 6.22K | |
| Q1 2022 | share | Decrease | -5.34% | -344 shares | -284K | 6.09K | |
| Q4 2021 | share | Increase | +1.64% | 104 shares | 372K | 6.44K | |
| Q3 2021 | share | Increase | +1.82% | 113 shares | 60K | 6.33K | |
| Q2 2021 | share | Increase | +4.31% | 257 shares | 128K | 6.22K | |
| Q1 2021 | share | Increase | +9.95% | 540 shares | 241K | 5.96K | |
| Q4 2020 | share | Increase | +4.15% | 216 shares | 189K | 5.42K | |
| Q3 2020 | share | 0.00% | 0 shares | 136K | 5.21K | ||
| Q2 2020 | share | 0.00% | 0 shares | 204K | 5.21K | ||
| Q1 2020 | share | Increase | +0.42% | 22 shares | -204K | 5.21K | |
| Q4 2019 | share | Decrease | -0.63% | -33 shares | 94K | 5.18K | |
| Q3 2019 | share | Increase | +0.83% | 43 shares | -29K | 5.22K | |
| Q2 2019 | share | Decrease | -3.45% | -185 shares | 96K | 5.17K | |
| Q1 2019 | share | Increase | +0.24% | 13 shares | 109K | 5.36K | |
| Q4 2018 | share | Increase | 0.00% | 5.35K shares | 835K | 5.35K |