CASTLE ROCK WEALTH MANAGEMENT, LLC – Transaction History
CASTLE ROCK WEALTH MANAGEMENT, LLC portfolio value:
2.37M
portfolio value
CASTLE ROCK WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.87%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.14% | -125 shares | -98K | 88.60K | |
| Q2 2022 | share | 0.00% | 0 shares | -229K | 88.73K | ||
| Q1 2022 | share | Decrease | -2.06% | -1.86K shares | -8K | 88.73K | |
| Q4 2021 | share | Decrease | -2.01% | -1.86K shares | -98K | 90.59K | |
| Q3 2021 | share | 0.00% | 0 shares | 62K | 92.45K | ||
| Q2 2021 | share | Increase | +670.46% | 80.45K shares | 2.4M | 92.45K | |
| Q1 2021 | share | 0.00% | 0 shares | 4K | 12K | ||
| Q4 2020 | share | Increase | 0.00% | 12K shares | 343K | 12K | |
| Q3 2020 | share | Decrease | -100.00% | -12K shares | -327K | 0 | |
| Q2 2020 | share | Increase | 0.00% | 12K shares | 327K | 12K |