YORKBRIDGE WEALTH PARTNERS, LLC – Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
1.55M
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC 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 | Increase | +14.95% | 750 shares | 112K | 5.76K | |
| Q2 2022 | share | Increase | +0.34% | 17 shares | -155K | 5.01K | |
| Q1 2022 | share | Increase | +0.73% | 36 shares | -122K | 4.99K | |
| Q4 2021 | share | Decrease | -0.74% | -37 shares | 252K | 4.96K | |
| Q3 2021 | share | Increase | +8.74% | 402 shares | 138K | 5K | |
| Q2 2021 | share | Increase | +11.47% | 473 shares | 173K | 4.59K | |
| Q1 2021 | share | Increase | +14.65% | 527 shares | 208K | 4.12K | |
| Q4 2020 | share | Increase | +3.63% | 126 shares | 121K | 3.59K | |
| Q3 2020 | share | Increase | +1.97% | 67 shares | 105K | 3.47K | |
| Q2 2020 | share | Decrease | -12.45% | -484 shares | 49K | 3.40K | |
| Q1 2020 | share | Decrease | -10.47% | -455 shares | -252K | 3.88K | |
| Q4 2019 | share | Increase | +3.85% | 161 shares | 115K | 4.34K | |
| Q3 2019 | share | Decrease | -3.13% | -135 shares | -57K | 4.18K | |
| Q2 2019 | share | Decrease | -2.06% | -91 shares | 91K | 4.31K | |
| Q1 2019 | share | Increase | +2.70% | 116 shares | 106K | 4.40K | |
| Q4 2018 | share | Increase | 0.00% | 4.29K shares | 670K | 4.29K |