CASTLE ROCK WEALTH MANAGEMENT, LLC – Transaction History
CASTLE ROCK WEALTH MANAGEMENT, LLC portfolio value:
1.11M
portfolio value
CASTLE ROCK WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.45%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -37K | 41.98K | ||
| Q2 2022 | share | 0.00% | 0 shares | -73K | 41.98K | ||
| Q1 2022 | share | Increase | +12.21% | 4.56K shares | 134K | 41.98K | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | 37.42K | ||
| Q3 2021 | share | Decrease | -2.44% | -937 shares | -10K | 37.42K | |
| Q2 2021 | share | Increase | +0.90% | 342 shares | 35K | 38.35K | |
| Q1 2021 | share | Increase | 0.00% | 38.01K shares | 1.06M | 38.01K |