FOCUSED WEALTH MANAGEMENT, INC – Transaction History
FOCUSED WEALTH MANAGEMENT, INC portfolio value:
$962,000
portfolio value
FOCUSED WEALTH MANAGEMENT, INC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.01% | 173 shares | -28K | $55.81 | 17.23K |
| Q2 2022 | share | Increase | +4.88% | 794 shares | -227K | $57.99 | 17.06K |
| Q1 2022 | share | Increase | +16.12% | 2.25K shares | 70K | $74.82 | 16.27K |
| Q4 2021 | share | Increase | +0.14% | 10 shares | 111K | $165.03 | 7.00K |
| Q3 2021 | share | Increase | +0.10% | 7 shares | 16K | $148.09 | 6.99K |
| Q2 2021 | share | Decrease | -66.96% | -14.16K shares | -1.72M | $145.82 | 6.98K |
| Q1 2021 | share | Decrease | -14.39% | -3.55K shares | -427K | $129.53 | 21.15K |
| Q4 2020 | share | Increase | +0.04% | 11 shares | 328K | $128.03 | 24.70K |
| Q3 2020 | share | Increase | +0.05% | 13 shares | 338K | $114.67 | 24.69K |
| Q2 2020 | share | Increase | +0.06% | 14 shares | 541K | $100.94 | 24.68K |
| Q1 2020 | share | Increase | +1.73% | 420 shares | -288K | $79.05 | 24.66K |
| Q4 2019 | share | 0.00% | 0 shares | 216K | $92.01 | 24.24K | |
| Q3 2019 | share | Decrease | -9.02% | -2.40K shares | -181K | $83.02 | 24.24K |
| Q2 2019 | share | Decrease | -16.79% | -5.37K shares | -326K | $82.02 | 26.65K |
| Q1 2019 | share | Increase | +11.17% | 3.21K shares | 558K | $78.11 | 32.02K |
| Q4 2018 | share | Increase | +389.07% | 22.92K shares | 1.50M | $67.65 | 28.81K |
| Q3 2018 | share | Decrease | -72.07% | -15.20K shares | -1.11M | $80.25 | 5.89K |
| Q2 2018 | share | Increase | +1569.99% | 19.82K shares | 1.50M | $74 | 21.09K |
| Q1 2018 | share | Increase | 0.00% | 1.26K shares | 91K | $69.87 | 1.26K |