MEASURED WEALTH PRIVATE CLIENT GROUP, LLC – Transaction History
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC portfolio value:
497,000
portfolio value
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -47.53% | -8.89K shares | -540K | 9.81K | |
| Q2 2022 | share | Decrease | -25.23% | -6.31K shares | -490K | 18.70K | |
| Q1 2022 | share | Decrease | -7.78% | -2.11K shares | -177K | 25.01K | |
| Q4 2021 | share | Decrease | -14.78% | -4.70K shares | -291K | 27.12K | |
| Q3 2021 | share | Decrease | -6.43% | -2.18K shares | -188K | 31.83K | |
| Q2 2021 | share | Increase | +10.38% | 3.19K shares | 236K | 34.01K | |
| Q1 2021 | share | Increase | +35.90% | 8.14K shares | 562K | 30.82K | |
| Q4 2020 | share | Increase | +7.39% | 1.56K shares | 220K | 22.67K | |
| Q3 2020 | share | Increase | +22.48% | 3.87K shares | 268K | 21.11K | |
| Q2 2020 | share | Increase | +22.99% | 3.22K shares | 239K | 17.24K | |
| Q1 2020 | share | Increase | +51.27% | 4.75K shares | 114K | 14.02K | |
| Q4 2019 | share | Increase | +151.23% | 5.57K shares | 333K | 9.26K | |
| Q3 2019 | share | Increase | 0.00% | 3.68K shares | 211K | 3.68K | |
| Q4 2018 | share | Decrease | -100.00% | -1.12K shares | -67K | 0 | |
| Q3 2018 | share | Increase | 0.00% | 1.12K shares | 67K | 1.12K |