SUCCESSFUL PORTFOLIOS LLC – Transaction History
SUCCESSFUL PORTFOLIOS LLC portfolio value:
$1.15M
portfolio value
SUCCESSFUL PORTFOLIOS LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.61% | -254 shares | -144K | $28.13 | 41.12K |
| Q2 2022 | share | Decrease | -2.51% | -1.06K shares | -258K | $31.45 | 41.37K |
| Q1 2022 | share | Decrease | -0.80% | -342 shares | -104K | $36.72 | 42.44K |
| Q4 2021 | share | Increase | +4.22% | 1.73K shares | 74K | $38.93 | 42.78K |
| Q3 2021 | share | Decrease | -0.49% | -201 shares | -38K | $38.7 | 41.05K |
| Q2 2021 | share | Decrease | -3.30% | -1.40K shares | 22K | $39.45 | 41.25K |
| Q1 2021 | share | Decrease | -0.19% | -80 shares | 66K | $37.3 | 42.66K |
| Q4 2020 | share | Decrease | -2.64% | -1.15K shares | 161K | $35.7 | 42.74K |
| Q3 2020 | share | Decrease | -2.94% | -1.32K shares | 33K | $30.69 | 43.89K |
| Q2 2020 | share | Decrease | -44.24% | -35.88K shares | -751K | $29.08 | 45.22K |
| Q1 2020 | share | Increase | +9.15% | 6.8K shares | -403K | $25.05 | 81.11K |
| Q4 2019 | share | Decrease | -2.30% | -1.74K shares | 76K | $32.61 | 74.31K |
| Q3 2019 | share | Increase | +9.26% | 6.44K shares | 189K | $30.22 | 76.05K |
| Q2 2019 | share | Decrease | -0.86% | -604 shares | 35K | $30.44 | 69.61K |
| Q1 2019 | share | Increase | +10.22% | 6.51K shares | 393K | $29.46 | 70.21K |
| Q4 2018 | share | Increase | +11.67% | 6.65K shares | -107K | $26.67 | 63.70K |
| Q3 2018 | share | Decrease | -5.73% | -3.46K shares | -87K | $30.64 | 57.05K |
| Q2 2018 | share | Increase | +10.74% | 5.86K shares | 158K | $30.2 | 60.51K |
| Q1 2018 | share | Increase | +11.05% | 5.43K shares | 165K | $30.81 | 54.65K |
| Q4 2017 | share | Increase | 0.00% | 49.21K shares | 1.67M | $31.13 | 49.21K |