YORKBRIDGE WEALTH PARTNERS, LLC – Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$869,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.54% | 533 shares | -3K | $55.81 | 15.57K |
| Q2 2022 | share | Increase | +9.88% | 1.35K shares | -152K | $57.99 | 15.04K |
| Q1 2022 | share | Increase | +5.92% | 765 shares | -34K | $74.82 | 13.68K |
| Q4 2021 | share | Increase | +2.39% | 151 shares | 123K | $165.03 | 6.46K |
| Q3 2021 | share | Increase | +0.98% | 61 shares | 23K | $148.09 | 6.31K |
| Q2 2021 | share | Increase | +4.06% | 244 shares | 133K | $145.82 | 6.25K |
| Q1 2021 | share | Decrease | -2.97% | -184 shares | -16K | $129.53 | 6.00K |
| Q4 2020 | share | Increase | +4.38% | 260 shares | 112K | $128.03 | 6.19K |
| Q3 2020 | share | Increase | +1.68% | 98 shares | 91K | $114.67 | 5.93K |
| Q2 2020 | share | Increase | +4.78% | 266 shares | 149K | $100.94 | 5.83K |
| Q1 2020 | share | Increase | +2.43% | 132 shares | -62K | $79.05 | 5.56K |
| Q4 2019 | share | Decrease | -33.62% | -2.75K shares | -183K | $92.01 | 5.43K |
| Q3 2019 | share | Decrease | -0.53% | -44 shares | 3K | $83.02 | 8.18K |
| Q2 2019 | share | Decrease | -1.32% | -110 shares | 23K | $82.02 | 8.23K |
| Q1 2019 | share | Increase | +0.12% | 10 shares | 88K | $78.11 | 8.34K |
| Q4 2018 | share | Increase | +181.99% | 5.37K shares | 331K | $67.65 | 8.33K |
| Q3 2018 | share | Decrease | -2.31% | -70 shares | 14K | $80.25 | 2.95K |
| Q2 2018 | share | Increase | +6.14% | 175 shares | 23K | $74 | 3.02K |
| Q1 2018 | share | Increase | +205.03% | 1.91K shares | 140K | $69.87 | 2.84K |
| Q4 2017 | share | Increase | +38.58% | 260 shares | 21K | $68.76 | 934 |
| Q3 2017 | share | Increase | +125.42% | 375 shares | 26K | $64.09 | 674 |
| Q2 2017 | share | Increase | +214.74% | 204 shares | 13K | $61.1 | 299 |
| Q1 2017 | share | Increase | 0.00% | 95 shares | 6K | $58.31 | 95 |