INSIGHT WEALTH STRATEGIES, LLC – Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
1.89M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-11.59%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | 90.49K | ||
| Q2 2022 | share | Decrease | -12.63% | -13.07K shares | -875K | 90.49K | |
| Q1 2022 | share | Increase | +1.59% | 1.61K shares | 173K | 103.57K | |
| Q4 2021 | share | Increase | +0.63% | 636 shares | 369K | 101.95K | |
| Q3 2021 | share | Increase | +18.64% | 15.91K shares | 331K | 101.31K | |
| Q2 2021 | share | Decrease | -17.60% | -18.24K shares | -659K | 85.40K | |
| Q1 2021 | share | Increase | +4.60% | 4.56K shares | 178K | 103.64K | |
| Q4 2020 | share | Decrease | -21.73% | -27.51K shares | 209K | 99.08K | |
| Q3 2020 | share | Increase | +29.31% | 28.69K shares | 1.07M | 126.59K | |
| Q2 2020 | share | Increase | +29.19% | 22.12K shares | 403K | 97.90K | |
| Q1 2020 | share | Decrease | -62.04% | -123.82K shares | -1.90M | 75.78K | |
| Q4 2019 | share | Decrease | -9.48% | -20.90K shares | 622K | 199.60K | |
| Q3 2019 | share | Increase | +18.60% | 34.58K shares | -370K | 220.51K | |
| Q2 2019 | share | Increase | +4.71% | 8.35K shares | 622K | 185.92K | |
| Q1 2019 | share | Increase | +116.25% | 95.45K shares | 1.06M | 177.57K | |
| Q4 2018 | share | Increase | 0.00% | 82.11K shares | 653K | 82.11K |