ONE CHARLES PRIVATE WEALTH SERVICES, LLC – Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
708,000
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
+15.50%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.87% | 5.12K shares | 66K | 110.37K | |
| Q2 2022 | share | Increase | 0.00% | 105.24K shares | 642K | 105.24K |