TOTAL WEALTH PLANNING, LLC – Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
1.58M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-13.26%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.04% | 5.87K shares | -106K | 78.93K | |
| Q2 2022 | share | Increase | +3.88% | 2.72K shares | -153K | 73.05K | |
| Q1 2022 | share | Increase | 0.00% | 70.33K shares | 1.84M | 70.33K |