EP WEALTH ADVISORS, LLC – Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
2.44M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-9.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.18% | -2.80K shares | -419K | 51.39K | |
| Q2 2022 | share | Decrease | -15.29% | -9.78K shares | -1.14M | 54.19K | |
| Q1 2022 | share | Decrease | -7.14% | -4.92K shares | -444K | 63.98K | |
| Q4 2021 | share | Increase | 0.00% | 68.90K shares | 4.44M | 68.90K |