WEALTH ALLIANCE – Transaction History
WEALTH ALLIANCE portfolio value:
517,000
portfolio value
WEALTH ALLIANCE quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.30% | 414 shares | 135K | 2.45K | |
| Q2 2022 | share | Decrease | -15.64% | -378 shares | -328K | 2.03K | |
| Q1 2022 | share | Increase | +6.34% | 144 shares | -156K | 2.41K | |
| Q4 2021 | share | Decrease | -0.87% | -20 shares | -32K | 2.27K | |
| Q3 2021 | share | Increase | +0.61% | 14 shares | 313K | 2.29K | |
| Q2 2021 | share | Increase | +22.99% | 426 shares | 194K | 2.27K | |
| Q1 2021 | share | Increase | +41.34% | 542 shares | 84K | 1.85K | |
| Q4 2020 | share | Increase | +7.99% | 97 shares | 86K | 1.31K | |
| Q3 2020 | share | Increase | 0.00% | 1.21K shares | 221K | 1.21K |