9258 WEALTH MANAGEMENT, LLC – Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
815,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.53% | -16 shares | -58K | 3.02K | |
| Q2 2022 | share | Decrease | -5.15% | -165 shares | -150K | 3.03K | |
| Q1 2022 | share | Decrease | -7.21% | -249 shares | -173K | 3.20K | |
| Q4 2021 | share | Increase | +7.20% | 232 shares | 242K | 3.45K | |
| Q3 2021 | share | Increase | +8.31% | 247 shares | 96K | 3.22K | |
| Q2 2021 | share | Increase | +45.24% | 926 shares | 284K | 2.97K | |
| Q1 2021 | share | Increase | +84.58% | 938 shares | 283K | 2.04K | |
| Q4 2020 | share | Increase | +18.86% | 176 shares | 86K | 1.10K | |
| Q3 2020 | share | Increase | 0.00% | 933 shares | 205K | 933 |