PRINCIPLE WEALTH PARTNERS LLC – Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
1.21M
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.81% | 3.65K shares | 100K | 32.14K | |
| Q2 2022 | share | Decrease | -4.30% | -1.28K shares | -211K | 28.49K | |
| Q1 2022 | share | Decrease | -3.52% | -1.08K shares | -47K | 29.77K | |
| Q4 2021 | share | Increase | +4.50% | 1.33K shares | 145K | 30.85K | |
| Q3 2021 | share | 0.00% | 0 shares | -15K | 29.52K | ||
| Q2 2021 | share | Decrease | -5.29% | -1.65K shares | -21K | 29.52K | |
| Q1 2021 | share | Increase | +21.78% | 5.57K shares | 369K | 31.17K | |
| Q4 2020 | share | Increase | 0.00% | 25.6K shares | 891K | 25.6K |