SEGMENT WEALTH MANAGEMENT, LLC – Transaction History
SEGMENT WEALTH MANAGEMENT, LLC portfolio value:
337,000
portfolio value
SEGMENT WEALTH MANAGEMENT, LLC quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 20K | 9.21K | ||
| Q2 2022 | share | 0.00% | 0 shares | -36K | 9.21K | ||
| Q1 2022 | share | Increase | 0.00% | 9.21K shares | 353K | 9.21K |