BUCKINGHAM STRATEGIC WEALTH, LLC – Morningstar, Inc. Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$1.32M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -184K | $212.32 | 6.22K | |
| Q2 2022 | share | 0.00% | 0 shares | -195K | $241.83 | 6.22K | |
| Q1 2022 | share | Decrease | -0.30% | -19 shares | -435K | $273.17 | 6.22K |
| Q4 2021 | share | Increase | +0.31% | 19 shares | 523K | $341.9 | 6.24K |
| Q3 2021 | share | 0.00% | 0 shares | 12K | $258.73 | 6.22K | |
| Q2 2021 | share | 0.00% | 0 shares | 199K | $256.5 | 6.22K | |
| Q1 2021 | share | Decrease | -0.29% | -18 shares | -44K | $224.2 | 6.22K |
| Q4 2020 | share | Decrease | -3.91% | -254 shares | 402K | $230.71 | 6.24K |
| Q3 2020 | share | Increase | 0.00% | 6.49K shares | 1.04M | $159.53 | 6.49K |
| Q2 2020 | share | Increase | +28.71% | 1.43K shares | 326K | $139.74 | 6.42K |
| Q1 2020 | share | Decrease | -2.46% | -126 shares | -194K | $114.93 | 4.99K |
| Q4 2019 | share | 0.00% | 0 shares | 26K | $149.3 | 5.11K | |
| Q3 2019 | share | 0.00% | 0 shares | 8K | $143.94 | 5.11K | |
| Q2 2019 | share | 0.00% | 0 shares | 95K | $142.19 | 5.11K | |
| Q1 2019 | share | Decrease | -2.37% | -124 shares | 69K | $123.59 | 5.11K |
| Q4 2018 | share | Decrease | -1.63% | -87 shares | -95K | $107.46 | 5.24K |
| Q3 2018 | share | Decrease | -11.71% | -707 shares | -103K | $122.91 | 5.32K |
| Q2 2018 | share | Decrease | -0.18% | -11 shares | 196K | $124.96 | 6.03K |
| Q1 2018 | share | 0.00% | 0 shares | -8K | $92.83 | 6.04K | |
| Q4 2017 | share | Increase | 0.00% | 6.04K shares | 586K | $94 | 6.04K |