HILLCREST WEALTH ADVISORS - NY, LLC – Transaction History
HILLCREST WEALTH ADVISORS - NY, LLC portfolio value:
408,000
portfolio value
HILLCREST WEALTH ADVISORS - NY, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +77.66% | 5.65K shares | 158K | 12.92K | |
| Q2 2022 | share | Increase | 0.00% | 7.27K shares | 250K | 7.27K | |
| Q1 2022 | share | Decrease | -100.00% | -12.55K shares | -437K | 0 | |
| Q4 2021 | share | Decrease | -23.01% | -3.75K shares | -108K | 12.55K | |
| Q3 2021 | share | Increase | +57.49% | 5.95K shares | 196K | 16.3K | |
| Q2 2021 | share | Increase | 0.00% | 10.35K shares | 349K | 10.35K |