KILEY JUERGENS WEALTH MANAGEMENT, LLC – Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$758,000
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, 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 | -7.43% | -2.16K shares | -158K | $28.13 | 26.96K |
| Q2 2022 | share | Increase | +54.07% | 10.22K shares | 222K | $31.45 | 29.13K |
| Q1 2022 | share | Increase | +3.13% | 878 shares | -28K | $36.72 | 28.90K |
| Q4 2021 | share | Increase | +5.46% | 1.45K shares | 61K | $38.93 | 28.02K |
| Q3 2021 | share | Decrease | -6.41% | -1.82K shares | -92K | $38.7 | 26.57K |
| Q2 2021 | share | Increase | +14.93% | 3.68K shares | 191K | $39.45 | 28.39K |
| Q1 2021 | share | Increase | +15.08% | 3.23K shares | 156K | $37.3 | 24.70K |
| Q4 2020 | share | Increase | +14.69% | 2.75K shares | 186K | $35.7 | 21.46K |
| Q3 2020 | share | Increase | +10.18% | 1.73K shares | 82K | $30.69 | 18.71K |
| Q2 2020 | share | Increase | 0.00% | 16.98K shares | 505K | $29.08 | 16.98K |
| Q4 2018 | share | Decrease | -100.00% | -4.60K shares | -154K | $26.67 | 0 |
| Q3 2018 | share | Increase | +2.81% | 126 shares | 6K | $30.64 | 4.60K |
| Q2 2018 | share | Increase | 0.00% | 4.48K shares | 148K | $30.2 | 4.48K |
| Q1 2018 | share | Decrease | -100.00% | -4.46K shares | -152K | $30.81 | 0 |
| Q4 2017 | share | Increase | 0.00% | 4.46K shares | 152K | $31.13 | 4.46K |