BCS WEALTH MANAGEMENT – Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$499,000
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -19K | $55.81 | 8.94K | |
| Q2 2022 | share | Increase | +1.56% | 137 shares | -141K | $57.99 | 8.94K |
| Q1 2022 | share | Increase | +1.10% | 96 shares | -54K | $74.82 | 8.80K |
| Q4 2021 | share | Increase | +3.86% | 162 shares | 92K | $165.03 | 4.35K |
| Q3 2021 | share | Increase | +4.51% | 181 shares | 36K | $148.09 | 4.19K |
| Q2 2021 | share | Increase | +0.58% | 23 shares | 67K | $145.82 | 4.01K |
| Q1 2021 | share | Decrease | -12.98% | -595 shares | -71K | $129.53 | 3.98K |
| Q4 2020 | share | Increase | +0.11% | 5 shares | 62K | $128.03 | 4.58K |
| Q3 2020 | share | Increase | +3.93% | 173 shares | 80K | $114.67 | 4.57K |
| Q2 2020 | share | Increase | +16.53% | 625 shares | 146K | $100.94 | 4.40K |
| Q1 2020 | share | Increase | 0.00% | 3.78K shares | 301K | $79.05 | 3.78K |