RKL WEALTH MANAGEMENT LLC – Transaction History
RKL WEALTH MANAGEMENT LLC portfolio value:
$11.34M
portfolio value
RKL WEALTH MANAGEMENT LLC 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 | +0.50% | 1.01K shares | -384K | $55.81 | 203.23K |
| Q2 2022 | share | Increase | +9.85% | 18.12K shares | -2.04M | $57.99 | 202.21K |
| Q1 2022 | share | Increase | +7.66% | 13.09K shares | -227K | $74.82 | 184.08K |
| Q4 2021 | share | Increase | +5.31% | 4.31K shares | 1.97M | $165.03 | 85.49K |
| Q3 2021 | share | Decrease | -2.51% | -2.08K shares | -132K | $148.09 | 81.18K |
| Q2 2021 | share | Increase | +0.81% | 668 shares | 1.43M | $145.82 | 83.27K |
| Q1 2021 | share | Decrease | -1.92% | -1.61K shares | -94K | $129.53 | 82.60K |
| Q4 2020 | share | Increase | +4.09% | 3.30K shares | 1.49M | $128.03 | 84.21K |
| Q3 2020 | share | Decrease | -1.09% | -892 shares | 1.01M | $114.67 | 80.91K |
| Q2 2020 | share | Increase | +2.03% | 1.62K shares | 1.92M | $100.94 | 81.80K |
| Q1 2020 | share | Increase | +28.33% | 17.69K shares | 581K | $79.05 | 80.17K |
| Q4 2019 | share | Increase | +1.90% | 1.16K shares | 656K | $92.01 | 62.47K |
| Q3 2019 | share | Decrease | -6.12% | -3.99K shares | -288K | $83.02 | 61.31K |
| Q2 2019 | share | Increase | +1.55% | 998 shares | 328K | $82.02 | 65.30K |
| Q1 2019 | share | Increase | +3.84% | 2.37K shares | 839K | $78.11 | 64.30K |
| Q4 2018 | share | Decrease | -1.87% | -1.18K shares | -904K | $67.65 | 61.93K |
| Q3 2018 | share | Decrease | -2.56% | -1.66K shares | 265K | $80.25 | 63.11K |
| Q2 2018 | share | Increase | +16.42% | 9.13K shares | 922K | $74 | 64.77K |
| Q1 2018 | share | Increase | +32.69% | 13.70K shares | 1.01M | $69.87 | 55.63K |
| Q4 2017 | share | Increase | 0.00% | 41.92K shares | 2.96M | $68.76 | 41.92K |