BIGSUR WEALTH MANAGEMENT LLC – Transaction History
BIGSUR WEALTH MANAGEMENT LLC portfolio value:
1.87M
portfolio value
BIGSUR WEALTH MANAGEMENT LLC quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.29% | -1.15K shares | -278K | 20.6K | |
| Q2 2022 | share | Increase | +16.00% | 3K shares | 80K | 21.75K | |
| Q1 2022 | share | 0.00% | 0 shares | 150K | 18.75K | ||
| Q4 2021 | share | 0.00% | 0 shares | -28K | 18.75K | ||
| Q3 2021 | share | 0.00% | 0 shares | -99K | 18.75K | ||
| Q2 2021 | share | Increase | +36.36% | 5K shares | 622K | 18.75K | |
| Q1 2021 | share | Increase | +5.77% | 750 shares | 201K | 13.75K | |
| Q4 2020 | share | 0.00% | 0 shares | 201K | 13K | ||
| Q3 2020 | share | Decrease | -29.54% | -5.45K shares | -490K | 13K | |
| Q2 2020 | share | Increase | +8.53% | 1.45K shares | 297K | 18.45K | |
| Q1 2020 | share | Decrease | -11.23% | -2.15K shares | -909K | 17K | |
| Q4 2019 | share | 0.00% | 0 shares | -20K | 19.15K | ||
| Q3 2019 | share | 0.00% | 0 shares | 119K | 19.15K | ||
| Q2 2019 | share | Decrease | -9.46% | -2K shares | -78K | 19.15K | |
| Q1 2019 | share | 0.00% | 0 shares | 283K | 21.15K | ||
| Q4 2018 | share | Decrease | -12.42% | -3K shares | -796K | 21.15K | |
| Q3 2018 | share | Decrease | -1.23% | -300 shares | 266K | 24.15K | |
| Q2 2018 | share | Increase | +21.95% | 4.4K shares | 373K | 24.45K | |
| Q1 2018 | share | Increase | +1.26% | 250 shares | 123K | 20.05K | |
| Q4 2017 | share | Decrease | -1.49% | -300 shares | 73K | 19.8K | |
| Q3 2017 | share | Decrease | -2.43% | -500 shares | 53K | 20.1K | |
| Q2 2017 | share | 0.00% | 0 shares | 147K | 20.6K | ||
| Q1 2017 | share | Decrease | -8.85% | -2K shares | 1K | 20.6K | |
| Q4 2016 | share | Increase | 0.00% | 22.6K shares | 1.58M | 22.6K |