PRW WEALTH MANAGEMENT LLC Transaction History

PRW WEALTH MANAGEMENT LLC portfolio value:

3.76M
portfolio value

PRW WEALTH MANAGEMENT LLC quarter portfolio value change:

-3.13%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -8.85% -11.09K shares -499K 114.20K
Q2 2022 share Increase +0.38% 470 shares -465K 125.29K
Q1 2022 share Decrease -1.84% -2.33K shares -230K 124.82K
Q4 2021 share Decrease -9.92% -14.00K shares -418K 127.15K
Q3 2021 share Increase 0.00% 141.15K shares 5.37M 141.15K
Q2 2021 share Decrease -100.00% -153.07K shares -5.59M 0
Q1 2021 share Decrease -5.85% -9.51K shares -127K 153.07K
Q4 2020 share Increase +7.56% 11.42K shares 798K 162.58K
Q3 2020 share Increase +15.73% 20.54K shares 913K 151.16K
Q2 2020 share Increase +222.28% 90.08K shares 2.90M 130.61K
Q1 2020 share Increase 0.00% 40.52K shares 1.10M 40.52K