WAGNER WEALTH MANAGEMENT, LLC – Southern First Bancshares, Inc. Transaction History
WAGNER WEALTH MANAGEMENT, LLC portfolio value:
$231,000
portfolio value
WAGNER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.43%
quarter
Southern First Bancshares, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.03% | -115 shares | -16K | $41.66 | 5.55K |
| Q2 2022 | share | Decrease | -9.35% | -585 shares | -71K | $43.59 | 5.67K |
| Q1 2022 | share | 0.00% | 0 shares | -73K | $50.84 | 6.25K | |
| Q4 2021 | share | Increase | +45.62% | 1.96K shares | 160K | $62.82 | 6.25K |
| Q3 2021 | share | Increase | +0.09% | 4 shares | 11K | $53.5 | 4.29K |
| Q2 2021 | share | Increase | +16.47% | 607 shares | 47K | $51.16 | 4.29K |
| Q1 2021 | share | Increase | 0.00% | 3.68K shares | 173K | $46.88 | 3.68K |
| Q4 2020 | share | Decrease | -100.00% | -4.84K shares | -190K | $35.35 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | -24K | $39.3 | 4.84K | |
| Q2 2018 | share | Decrease | -3.81% | -192 shares | -10K | $44.2 | 4.84K |
| Q1 2018 | share | Decrease | -9.03% | -500 shares | -14K | $44.5 | 5.03K |
| Q4 2017 | share | Increase | 0.00% | 5.53K shares | 238K | $41.25 | 5.53K |