WALDRON PRIVATE WEALTH LLC – Transaction History
WALDRON PRIVATE WEALTH LLC portfolio value:
642,000
portfolio value
WALDRON PRIVATE WEALTH LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.25% | 75 shares | -22K | 2.38K | |
| Q2 2022 | share | Increase | +7.24% | 156 shares | -24K | 2.31K | |
| Q1 2022 | share | Increase | +3.76% | 78 shares | -31K | 2.15K | |
| Q4 2021 | share | 0.00% | 0 shares | 110K | 2.07K | ||
| Q3 2021 | share | Increase | +194.89% | 1.37K shares | 406K | 2.07K | |
| Q2 2021 | share | Decrease | -7.25% | -55 shares | -9K | 704 | |
| Q1 2021 | share | Increase | 0.00% | 759 shares | 212K | 759 | |
| Q4 2020 | share | Decrease | -100.00% | -1.06K shares | -254K | 0 | |
| Q3 2020 | share | Increase | +2.99% | 31 shares | 35K | 1.06K | |
| Q2 2020 | share | Decrease | -14.80% | -180 shares | 9K | 1.03K | |
| Q1 2020 | share | Decrease | -7.81% | -103 shares | -70K | 1.21K | |
| Q4 2019 | share | Increase | +3.69% | 47 shares | 34K | 1.31K | |
| Q3 2019 | share | Increase | 0.00% | 1.27K shares | 246K | 1.27K |