WT WEALTH MANAGEMENT – Transaction History
WT WEALTH MANAGEMENT portfolio value:
$3.18M
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -55.62% | -141.79K shares | -4.83M | $28.13 | 113.13K |
| Q2 2022 | share | Decrease | -14.27% | -42.44K shares | -2.90M | $31.45 | 254.93K |
| Q1 2022 | share | Increase | +9.23% | 25.12K shares | 325K | $36.72 | 297.37K |
| Q4 2021 | share | Increase | +1.50% | 4.02K shares | 215K | $38.93 | 272.25K |
| Q3 2021 | share | Increase | +6.62% | 16.65K shares | 455K | $38.7 | 268.22K |
| Q2 2021 | share | Increase | +2.96% | 7.22K shares | 733K | $39.45 | 251.57K |
| Q1 2021 | share | Decrease | -6.12% | -15.92K shares | -180K | $37.3 | 244.35K |
| Q4 2020 | share | Decrease | -3.90% | -10.57K shares | 868K | $35.7 | 260.27K |
| Q3 2020 | share | Increase | +8.97% | 22.29K shares | 1.11M | $30.69 | 270.84K |
| Q2 2020 | share | Decrease | -2.33% | -5.92K shares | 819K | $29.08 | 248.55K |
| Q1 2020 | share | Increase | +12.49% | 28.24K shares | -1.03M | $25.05 | 254.47K |
| Q4 2019 | share | Increase | +6.30% | 13.39K shares | 828K | $32.61 | 226.22K |
| Q3 2019 | share | Increase | 0.00% | 212.83K shares | 6.78M | $30.22 | 212.83K |