EP WEALTH ADVISORS, LLC – Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
3.98M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-11.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.60% | -1.40K shares | -602K | 86.67K | |
| Q2 2022 | share | Decrease | -15.16% | -15.73K shares | -1.57M | 88.08K | |
| Q1 2022 | share | Decrease | -5.96% | -6.57K shares | -836K | 103.81K | |
| Q4 2021 | share | Increase | 0.00% | 110.39K shares | 6.99M | 110.39K |