FORESIGHT WEALTH MANAGEMENT, LLC – Moelis & Company Transaction History
FORESIGHT WEALTH MANAGEMENT, LLC portfolio value:
$789,000
portfolio value
FORESIGHT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-14.08%
quarter
Moelis & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.22% | 3.25K shares | -1K | $33.81 | 23.33K |
| Q2 2022 | share | Increase | +10.91% | 1.97K shares | -60K | $39.35 | 20.08K |
| Q1 2022 | share | Increase | +30.75% | 4.25K shares | -15K | $46.95 | 18.10K |
| Q4 2021 | share | Decrease | -0.63% | -88 shares | 3K | $62.77 | 13.84K |
| Q3 2021 | share | Decrease | -6.34% | -944 shares | 16K | $59.41 | 13.93K |
| Q2 2021 | share | Increase | +17.64% | 2.23K shares | 152K | $54.08 | 14.87K |
| Q1 2021 | share | Increase | +31.84% | 3.05K shares | 245K | $49.8 | 12.64K |
| Q4 2020 | share | Increase | 0.00% | 9.59K shares | 449K | $42.01 | 9.59K |