9258 WEALTH MANAGEMENT, LLC – Barron's 400 ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$655,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.20%
quarter
Barron's 400 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -15K | $49.14 | 13.32K | |
| Q2 2022 | share | 0.00% | 0 shares | -121K | $50.25 | 13.32K | |
| Q1 2022 | share | 0.00% | 0 shares | -68K | $59.35 | 13.32K | |
| Q4 2021 | share | 0.00% | 0 shares | 73K | $64.37 | 13.32K | |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $58.95 | 13.32K | |
| Q2 2021 | share | 0.00% | 0 shares | 41K | $59.4 | 13.32K | |
| Q1 2021 | share | 0.00% | 0 shares | 88K | $56.38 | 13.32K | |
| Q4 2020 | share | 0.00% | 0 shares | 99K | $49.76 | 13.32K | |
| Q3 2020 | share | Decrease | -2.02% | -275 shares | 31K | $41.57 | 13.32K |
| Q2 2020 | share | 0.00% | 0 shares | 55K | $38.79 | 13.6K | |
| Q1 2020 | share | Decrease | -8.42% | -1.25K shares | -157K | $30.91 | 13.6K |
| Q4 2019 | share | Increase | 0.00% | 14.85K shares | 635K | $42.31 | 14.85K |