WALDRON PRIVATE WEALTH LLC – Transaction History
WALDRON PRIVATE WEALTH LLC portfolio value:
870,000
portfolio value
WALDRON PRIVATE WEALTH 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 | Decrease | -5.24% | -1.31K shares | 5K | 23.80K | |
| Q2 2022 | share | Decrease | -10.68% | -3.00K shares | -212K | 25.12K | |
| Q1 2022 | share | Decrease | -12.70% | -4.09K shares | 23K | 28.12K | |
| Q4 2021 | share | 0.00% | 0 shares | -19K | 32.21K | ||
| Q3 2021 | share | 0.00% | 0 shares | -100K | 32.21K | ||
| Q2 2021 | share | 0.00% | 0 shares | 191K | 32.21K | ||
| Q1 2021 | share | 0.00% | 0 shares | 156K | 32.21K | ||
| Q4 2020 | share | Increase | +37.92% | 8.85K shares | 360K | 32.21K | |
| Q3 2020 | share | 0.00% | 0 shares | -110K | 23.36K | ||
| Q2 2020 | share | Increase | 0.00% | 23.36K shares | 576K | 23.36K |