9258 WEALTH MANAGEMENT, LLC – Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
2.12M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +30.80% | 10.37K shares | 451K | 44.04K | |
| Q2 2022 | share | Increase | +82.07% | 15.17K shares | 713K | 33.66K | |
| Q1 2022 | share | Decrease | -4.03% | -776 shares | -87K | 18.49K | |
| Q4 2021 | share | Increase | +8.15% | 1.45K shares | 71K | 19.26K | |
| Q3 2021 | share | Increase | +21.40% | 3.14K shares | 171K | 17.81K | |
| Q2 2021 | share | Increase | +55.20% | 5.22K shares | 290K | 14.67K | |
| Q1 2021 | share | Increase | +155.43% | 5.75K shares | 311K | 9.45K | |
| Q4 2020 | share | Decrease | -7.63% | -306 shares | -16K | 3.70K | |
| Q3 2020 | share | Decrease | -7.76% | -337 shares | -18K | 4.00K | |
| Q2 2020 | share | 0.00% | 0 shares | 2K | 4.34K | ||
| Q1 2020 | share | Decrease | -52.19% | -4.74K shares | -258K | 4.34K | |
| Q4 2019 | share | Increase | 0.00% | 9.08K shares | 498K | 9.08K |