WEALTH ALLIANCE – Transaction History
WEALTH ALLIANCE portfolio value:
796,000
portfolio value
WEALTH ALLIANCE quarter portfolio value change:
-7.45%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.83% | 614 shares | -57K | 74.50K | |
| Q2 2022 | share | Increase | +7.06% | 4.87K shares | -140K | 73.89K | |
| Q1 2022 | share | Increase | +0.59% | 403 shares | -109K | 69.01K | |
| Q4 2021 | share | Decrease | -2.36% | -1.66K shares | 60K | 68.61K | |
| Q3 2021 | share | Decrease | -6.90% | -5.20K shares | -95K | 70.27K | |
| Q2 2021 | share | Increase | +15.99% | 10.40K shares | 240K | 75.48K | |
| Q1 2021 | share | Increase | 0.00% | 65.07K shares | 897K | 65.07K |