PETERSON WEALTH ADVISORS, LLC – Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
7.37M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-1.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.01% | 3.26K shares | 68K | 165.94K | |
| Q2 2022 | share | Increase | +2.15% | 3.41K shares | -481K | 162.67K | |
| Q1 2022 | share | Increase | +2.51% | 3.90K shares | -75K | 159.25K | |
| Q4 2021 | share | Increase | +4.83% | 7.15K shares | 253K | 155.35K | |
| Q3 2021 | share | Increase | +14.41% | 18.66K shares | 939K | 148.19K | |
| Q2 2021 | share | Increase | +13.25% | 15.16K shares | 807K | 129.53K | |
| Q1 2021 | share | Increase | +4.51% | 4.94K shares | 191K | 114.37K | |
| Q4 2020 | share | Increase | +6.79% | 6.95K shares | 517K | 109.43K | |
| Q3 2020 | share | Increase | +1.72% | 1.73K shares | 155K | 102.47K | |
| Q2 2020 | share | Increase | +1.29% | 1.28K shares | 314K | 100.74K | |
| Q1 2020 | share | Increase | +10.09% | 9.11K shares | 171K | 99.46K | |
| Q4 2019 | share | Increase | +4.03% | 3.50K shares | 80K | 90.34K | |
| Q3 2019 | share | Increase | +2.94% | 2.47K shares | 170K | 86.84K | |
| Q2 2019 | share | Increase | +4.10% | 3.32K shares | 268K | 84.36K | |
| Q1 2019 | share | Increase | +11.01% | 8.03K shares | 548K | 81.04K | |
| Q4 2018 | share | Increase | +9.86% | 6.55K shares | 126K | 73.00K | |
| Q3 2018 | share | Increase | +13.98% | 8.15K shares | 430K | 66.45K | |
| Q2 2018 | share | Increase | +5.66% | 3.12K shares | 119K | 58.30K | |
| Q1 2018 | share | Increase | +215.87% | 37.70K shares | 1.88M | 55.17K | |
| Q4 2017 | share | Increase | 0.00% | 17.46K shares | 894K | 17.46K |