INSIGHT WEALTH STRATEGIES, LLC – Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
1.19M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | 4.15K | ||
| Q2 2022 | share | Increase | +3.36% | 135 shares | -90K | 4.15K | |
| Q1 2022 | share | Increase | +15.30% | 533 shares | 76K | 4.01K | |
| Q4 2021 | share | Increase | +15.37% | 464 shares | 321K | 3.48K | |
| Q3 2021 | share | Increase | +5.08% | 146 shares | 55K | 3.01K | |
| Q2 2021 | share | Decrease | -1.71% | -50 shares | 12K | 2.87K | |
| Q1 2021 | share | Increase | +167.92% | 1.83K shares | 531K | 2.92K | |
| Q4 2020 | share | Increase | +12.01% | 117 shares | 56K | 1.09K | |
| Q3 2020 | share | Increase | 0.00% | 974 shares | 232K | 974 | |
| Q1 2020 | share | Decrease | -100.00% | -2.01K shares | -430K | 0 | |
| Q4 2019 | share | Increase | +0.55% | 11 shares | 41K | 2.01K | |
| Q3 2019 | share | Increase | +7.32% | 137 shares | 13K | 2.00K | |
| Q2 2019 | share | Increase | +0.59% | 11 shares | 49K | 1.87K | |
| Q1 2019 | share | Increase | +3.51% | 63 shares | 47K | 1.86K | |
| Q4 2018 | share | Increase | 0.00% | 1.79K shares | 280K | 1.79K |