STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$770,000
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. quarter portfolio value change:
-10.56%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +1.41% | 381 shares | -78K | $28.13 | 27.35K |
Q2 2022 | share | Increase | +0.04% | 10 shares | -142K | $31.45 | 26.97K |
Q1 2022 | share | Decrease | -0.31% | -85 shares | -61K | $36.72 | 26.96K |
Q4 2021 | share | Increase | +2.82% | 743 shares | 33K | $38.93 | 27.05K |
Q3 2021 | share | Decrease | -5.67% | -1.58K shares | -82K | $38.7 | 26.30K |
Q2 2021 | share | Decrease | -0.33% | -93 shares | 47K | $39.45 | 27.88K |
Q1 2021 | share | Decrease | -6.19% | -1.84K shares | -21K | $37.3 | 27.98K |
Q4 2020 | share | Decrease | -8.97% | -2.94K shares | 45K | $35.7 | 29.82K |
Q3 2020 | share | Decrease | -26.71% | -11.94K shares | -301K | $30.69 | 32.76K |
Q2 2020 | share | Decrease | -17.33% | -9.37K shares | -67K | $29.08 | 44.71K |
Q1 2020 | share | Decrease | -19.51% | -13.11K shares | -863K | $25.05 | 54.08K |
Q4 2019 | share | Increase | +1.12% | 746 shares | 143K | $32.61 | 67.19K |
Q3 2019 | share | Decrease | -0.48% | -320 shares | -25K | $30.22 | 66.44K |
Q2 2019 | share | Decrease | -1.56% | -1.05K shares | 19K | $30.44 | 66.76K |
Q1 2019 | share | Increase | +9.46% | 5.86K shares | 367K | $29.46 | 67.81K |
Q4 2018 | share | Increase | 0.00% | 61.95K shares | 1.75M | $26.67 | 61.95K |