RKL WEALTH MANAGEMENT LLC – Transaction History
RKL WEALTH MANAGEMENT LLC portfolio value:
$14.57M
portfolio value
RKL WEALTH MANAGEMENT LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.31% | -59.58K shares | -3.59M | $28.13 | 518.17K |
| Q2 2022 | share | Increase | +2.99% | 16.77K shares | -2.42M | $31.45 | 577.76K |
| Q1 2022 | share | Increase | +1.14% | 6.30K shares | -961K | $36.72 | 560.99K |
| Q4 2021 | share | Increase | +2.56% | 13.83K shares | 630K | $38.93 | 554.69K |
| Q3 2021 | share | Decrease | -0.87% | -4.75K shares | -593K | $38.7 | 540.85K |
| Q2 2021 | share | Increase | +1.74% | 9.30K shares | 1.34M | $39.45 | 545.61K |
| Q1 2021 | share | Decrease | -2.14% | -11.70K shares | 442K | $37.3 | 536.30K |
| Q4 2020 | share | Increase | +1.12% | 6.05K shares | 2.71M | $35.7 | 548.00K |
| Q3 2020 | share | Increase | +2.74% | 14.46K shares | 1.32M | $30.69 | 541.95K |
| Q2 2020 | share | Decrease | -12.24% | -73.54K shares | 162K | $29.08 | 527.49K |
| Q1 2020 | share | Increase | +7.96% | 44.33K shares | -3.19M | $25.05 | 601.03K |
| Q4 2019 | share | Decrease | -9.11% | -55.83K shares | -794K | $32.61 | 556.70K |
| Q3 2019 | share | Decrease | -0.14% | -876 shares | -169K | $30.22 | 612.53K |
| Q2 2019 | share | Increase | +9.84% | 54.96K shares | 2.19M | $30.44 | 613.40K |
| Q1 2019 | share | Increase | +35.03% | 144.87K shares | 5.76M | $29.46 | 558.44K |
| Q4 2018 | share | Increase | +232.74% | 289.28K shares | 7.55M | $26.67 | 413.57K |
| Q3 2018 | share | Increase | +0.24% | 299 shares | 73K | $30.64 | 124.29K |
| Q2 2018 | share | Increase | +6.22% | 7.26K shares | 167K | $30.2 | 123.99K |
| Q1 2018 | share | Increase | +17.60% | 17.46K shares | 553K | $30.81 | 116.72K |
| Q4 2017 | share | Increase | +10.08% | 9.08K shares | 361K | $31.13 | 99.26K |
| Q3 2017 | share | Decrease | -5.16% | -4.90K shares | -1K | $29.88 | 90.17K |
| Q2 2017 | share | Increase | +12.99% | 10.93K shares | 504K | $28.37 | 95.07K |
| Q1 2017 | share | Increase | +86.44% | 39.01K shares | 1.26M | $26.67 | 84.14K |
| Q4 2016 | share | Increase | +24.61% | 8.91K shares | 206K | $24.71 | 45.13K |
| Q3 2016 | share | Decrease | -3.65% | -1.37K shares | -23K | $25.05 | 36.21K |
| Q2 2016 | share | Decrease | -3.46% | -1.34K shares | 10K | $23.59 | 37.59K |
| Q1 2016 | share | Increase | 0.00% | 38.93K shares | 1.05M | $23.59 | 38.93K |