STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$6.60M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.87% | 1.02K shares | -199K | $55.81 | 118.37K |
| Q2 2022 | share | Decrease | -0.72% | -852 shares | -2.03M | $57.99 | 117.34K |
| Q1 2022 | share | Decrease | -18.58% | -26.97K shares | -3.04M | $74.82 | 118.19K |
| Q4 2021 | share | Increase | +23.51% | 13.81K shares | 3.18M | $165.03 | 72.58K |
| Q3 2021 | share | Increase | +0.04% | 22 shares | 129K | $148.09 | 58.77K |
| Q2 2021 | share | Increase | +0.96% | 561 shares | 1.02M | $145.82 | 58.75K |
| Q1 2021 | share | Decrease | -0.35% | -204 shares | 54K | $129.53 | 58.18K |
| Q4 2020 | share | Decrease | -0.10% | -57 shares | 766K | $128.03 | 58.39K |
| Q3 2020 | share | Increase | +4.02% | 2.26K shares | 1.02M | $114.67 | 58.45K |
| Q2 2020 | share | Decrease | -1.09% | -617 shares | 1.18M | $100.94 | 56.18K |
| Q1 2020 | share | Decrease | -13.18% | -8.62K shares | -1.55M | $79.05 | 56.80K |
| Q4 2019 | share | Decrease | -1.49% | -987 shares | 499K | $92.01 | 65.43K |
| Q3 2019 | share | Increase | +0.23% | 154 shares | 66K | $83.02 | 66.42K |
| Q2 2019 | share | Decrease | -0.51% | -342 shares | 223K | $82.02 | 66.26K |
| Q1 2019 | share | Increase | +6.13% | 3.84K shares | 965K | $78.11 | 66.60K |
| Q4 2018 | share | Increase | 0.00% | 62.76K shares | 4.32M | $67.65 | 62.76K |