TRANSFORM WEALTH, LLC – BOK Financial Corporation Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$256,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
+17.57%
quarter
BOK Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.38% | 121 shares | 47K | $88.86 | 2.88K |
| Q2 2022 | share | Decrease | -45.78% | -2.33K shares | -270K | $75.58 | 2.76K |
| Q1 2022 | share | Decrease | -16.97% | -1.04K shares | -169K | $93.95 | 5.1K |
| Q4 2021 | share | Decrease | -22.79% | -1.81K shares | -64K | $104.68 | 6.14K |
| Q3 2021 | share | 0.00% | 0 shares | 23K | $89.11 | 7.95K | |
| Q2 2021 | share | Decrease | -4.79% | -400 shares | -57K | $85.67 | 7.95K |
| Q1 2021 | share | Decrease | -43.76% | -6.5K shares | -271K | $87.86 | 8.35K |
| Q4 2020 | share | Decrease | -10.06% | -1.66K shares | 166K | $66.94 | 14.85K |
| Q3 2020 | share | Decrease | -15.80% | -3.1K shares | -256K | $49.97 | 16.51K |
| Q2 2020 | share | Increase | +49.12% | 6.46K shares | 547K | $54.29 | 19.61K |
| Q1 2020 | share | Increase | 0.00% | 13.15K shares | 560K | $40.52 | 13.15K |