YORKBRIDGE WEALTH PARTNERS, LLC – Raymond James Financial, Inc. Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$350,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
+10.52%
quarter
Raymond James Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.74% | -100 shares | 24K | $98.82 | 3.54K |
| Q2 2022 | share | Decrease | -7.27% | -286 shares | -106K | $89.41 | 3.64K |
| Q1 2022 | share | Decrease | -15.91% | -744 shares | -37K | $109.91 | 3.93K |
| Q4 2021 | share | Increase | +1.48% | 68 shares | 44K | $101.02 | 4.67K |
| Q3 2021 | share | Increase | +8.02% | 342 shares | 56K | $92.28 | 4.60K |
| Q2 2021 | share | Decrease | -1.84% | -80 shares | 14K | $86.36 | 4.26K |
| Q1 2021 | share | Increase | +21.16% | 759 shares | 126K | $81.23 | 4.34K |
| Q4 2020 | share | Increase | 0.00% | 3.58K shares | 229K | $62.95 | 3.58K |
| Q3 2019 | share | Decrease | -100.00% | -2.27K shares | -128K | $53.16 | 0 |
| Q2 2019 | share | Decrease | -0.26% | -6 shares | 6K | $54.28 | 2.27K |
| Q1 2019 | share | Increase | +1.42% | 32 shares | 11K | $51.42 | 2.27K |
| Q4 2018 | share | Increase | +0.31% | 7 shares | -27K | $47.17 | 2.24K |
| Q3 2018 | share | Decrease | -1.58% | -36 shares | 2K | $58.35 | 2.24K |
| Q2 2018 | share | Increase | +3.83% | 84 shares | 9K | $56.45 | 2.27K |
| Q1 2018 | share | Increase | +4.98% | 104 shares | 2K | $56.3 | 2.19K |
| Q4 2017 | share | Increase | +0.43% | 9 shares | 8K | $55.92 | 2.08K |
| Q3 2017 | share | Decrease | -1.93% | -41 shares | 2K | $52.81 | 2.07K |
| Q2 2017 | share | Increase | +4.90% | 99 shares | 13K | $50.1 | 2.12K |
| Q1 2017 | share | Increase | +4.01% | 78 shares | 8K | $47.5 | 2.02K |
| Q4 2016 | share | Increase | 0.00% | 1.94K shares | 94K | $43.02 | 1.94K |