WALDRON PRIVATE WEALTH LLC – Transaction History
WALDRON PRIVATE WEALTH LLC portfolio value:
546,000
portfolio value
WALDRON PRIVATE WEALTH LLC quarter portfolio value change:
+4.60%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 24K | 14.49K | ||
| Q2 2022 | share | Increase | +0.12% | 18 shares | -140K | 14.49K | |
| Q1 2022 | share | 0.00% | 0 shares | -74K | 14.47K | ||
| Q4 2021 | share | 0.00% | 0 shares | 49K | 14.47K | ||
| Q3 2021 | share | 0.00% | 0 shares | 16K | 14.47K | ||
| Q2 2021 | share | 0.00% | 0 shares | 33K | 14.47K | ||
| Q1 2021 | share | Decrease | -4.33% | -656 shares | -20K | 14.47K | |
| Q4 2020 | share | Decrease | -9.85% | -1.65K shares | 103K | 15.13K | |
| Q3 2020 | share | Decrease | -0.01% | -1 shares | -23K | 16.78K | |
| Q2 2020 | share | Decrease | -1.67% | -285 shares | 48K | 16.78K | |
| Q1 2020 | share | Decrease | -0.26% | -44 shares | -280K | 17.07K | |
| Q4 2019 | share | 0.00% | 0 shares | 104K | 17.11K | ||
| Q3 2019 | share | 0.00% | 0 shares | 67K | 17.11K | ||
| Q2 2019 | share | 0.00% | 0 shares | -4K | 17.11K | ||
| Q1 2019 | share | Increase | 0.00% | 17.11K shares | 643K | 17.11K |