HIGHLAND PRIVATE WEALTH MANAGEMENT – Transaction History
HIGHLAND PRIVATE WEALTH MANAGEMENT portfolio value:
497,000
portfolio value
HIGHLAND PRIVATE WEALTH MANAGEMENT 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 | Decrease | -7.85% | -157 shares | -78K | 1.84K | |
| Q2 2022 | share | Increase | +7.82% | 145 shares | -18K | 1.99K | |
| Q1 2022 | share | Decrease | -1.90% | -36 shares | -62K | 1.85K | |
| Q4 2021 | share | Increase | +5.18% | 93 shares | 128K | 1.89K | |
| Q3 2021 | share | Increase | +9.57% | 157 shares | 53K | 1.79K | |
| Q2 2021 | share | Decrease | -0.79% | -13 shares | 11K | 1.64K | |
| Q1 2021 | share | Increase | +2.73% | 44 shares | 39K | 1.65K | |
| Q4 2020 | share | Increase | +2.68% | 42 shares | 51K | 1.60K | |
| Q3 2020 | share | Decrease | -10.66% | -187 shares | 1K | 1.56K | |
| Q2 2020 | share | Increase | +16.08% | 243 shares | 111K | 1.75K | |
| Q1 2020 | share | Decrease | -3.33% | -52 shares | -72K | 1.51K | |
| Q4 2019 | share | Increase | +0.64% | 10 shares | 32K | 1.56K | |
| Q3 2019 | share | Increase | +23.06% | 291 shares | 48K | 1.55K | |
| Q2 2019 | share | Increase | +1.94% | 24 shares | 35K | 1.26K | |
| Q1 2019 | share | Increase | 0.00% | 1.23K shares | 218K | 1.23K |