ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$4.61M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC 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 | Decrease | -23.62% | -50.75K shares | -2.14M | $28.13 | 164.15K |
| Q2 2022 | share | Increase | +379.88% | 170.12K shares | 5.11M | $31.45 | 214.91K |
| Q1 2022 | share | Increase | +27.76% | 9.73K shares | 281K | $36.72 | 44.78K |
| Q4 2021 | share | Decrease | -2.99% | -1.08K shares | -35K | $38.93 | 35.05K |
| Q3 2021 | share | Increase | +0.51% | 185 shares | -20K | $38.7 | 36.13K |
| Q2 2021 | share | Decrease | -2.82% | -1.04K shares | 26K | $39.45 | 35.94K |
| Q1 2021 | share | Decrease | -2.65% | -1.00K shares | 24K | $37.3 | 36.99K |
| Q4 2020 | share | Decrease | -1.25% | -481 shares | 160K | $35.7 | 37.99K |
| Q3 2020 | share | Decrease | -0.07% | -26 shares | 63K | $30.69 | 38.47K |
| Q2 2020 | share | Increase | +22.89% | 7.17K shares | 335K | $29.08 | 38.50K |
| Q1 2020 | share | Decrease | -50.01% | -31.34K shares | -1.29M | $25.05 | 31.33K |
| Q4 2019 | share | Decrease | -11.96% | -8.51K shares | -160K | $32.61 | 62.67K |
| Q3 2019 | share | Decrease | -1.33% | -957 shares | -47K | $30.22 | 71.19K |
| Q2 2019 | share | Decrease | -1.60% | -1.17K shares | 19K | $30.44 | 72.15K |
| Q1 2019 | share | Decrease | -4.96% | -3.82K shares | 109K | $29.46 | 73.32K |
| Q4 2018 | share | Increase | 0.00% | 77.14K shares | 2.18M | $26.67 | 77.14K |