EP WEALTH ADVISORS, LLC – Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
1.14M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.51% | -2.12K shares | -123K | 30.43K | |
| Q2 2022 | share | Decrease | -4.10% | -1.39K shares | -239K | 32.55K | |
| Q1 2022 | share | Increase | +3.25% | 1.06K shares | 49K | 33.94K | |
| Q4 2021 | share | Decrease | -0.74% | -246 shares | 86K | 32.88K | |
| Q3 2021 | share | Decrease | -21.43% | -9.03K shares | -396K | 33.12K | |
| Q2 2021 | share | Decrease | -0.07% | -30 shares | 64K | 42.16K | |
| Q1 2021 | share | Increase | +6.46% | 2.55K shares | 325K | 42.19K | |
| Q4 2020 | share | Decrease | -7.87% | -3.38K shares | 136K | 39.63K | |
| Q3 2020 | share | Increase | 0.00% | 43.02K shares | 1.24M | 43.02K | |
| Q2 2020 | share | Decrease | -100.00% | -43.88K shares | -1.06M | 0 | |
| Q1 2020 | share | Increase | +21.95% | 7.89K shares | -309K | 43.88K | |
| Q4 2019 | share | Increase | 0.00% | 35.98K shares | 1.36M | 35.98K |