TOTAL WEALTH PLANNING, LLC – Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$7.47M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.84% | 2.41K shares | -152K | $55.81 | 133.90K |
| Q2 2022 | share | Increase | +20.29% | 22.17K shares | -553K | $57.99 | 131.48K |
| Q1 2022 | share | Decrease | -24.89% | -36.22K shares | 2.39M | $74.82 | 109.30K |
| Q4 2021 | share | Increase | +46.60% | 23.13K shares | -1.57M | $165.03 | 72.76K |
| Q3 2021 | share | Decrease | -6.61% | -3.51K shares | -407K | $148.09 | 49.63K |
| Q2 2021 | share | Decrease | -0.82% | -440 shares | 803K | $145.82 | 53.15K |
| Q1 2021 | share | Increase | +2.54% | 1.33K shares | 244K | $129.53 | 53.59K |
| Q4 2020 | share | Decrease | -3.14% | -1.69K shares | 497K | $128.03 | 52.26K |
| Q3 2020 | share | Decrease | -28.29% | -21.29K shares | -1.42M | $114.67 | 53.95K |
| Q2 2020 | share | Decrease | -3.15% | -2.45K shares | 1.45M | $100.94 | 75.24K |
| Q1 2020 | share | Decrease | -5.16% | -4.22K shares | -1.42M | $79.05 | 77.69K |
| Q4 2019 | share | Increase | +0.96% | 776 shares | 794K | $92.01 | 81.92K |
| Q3 2019 | share | Increase | +7.22% | 5.46K shares | 520K | $83.02 | 81.14K |
| Q2 2019 | share | Increase | +4.00% | 2.91K shares | 517K | $82.02 | 75.68K |
| Q1 2019 | share | Increase | +13.42% | 8.61K shares | 1.35M | $78.11 | 72.76K |
| Q4 2018 | share | Increase | 0.00% | 64.15K shares | 4.42M | $67.65 | 64.15K |