ONE CHARLES PRIVATE WEALTH SERVICES, LLC – Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
2.50M
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
-10.23%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +27.54% | 26.9K shares | 465K | 124.57K | |
| Q2 2022 | share | Increase | 0.00% | 97.67K shares | 2.04M | 97.67K |