ONE CHARLES PRIVATE WEALTH SERVICES, LLC – Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
10.50M
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
-2.49%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.67% | 9.80K shares | 115K | 377.37K | |
| Q2 2022 | share | Increase | +10.13% | 33.82K shares | -730K | 367.56K | |
| Q1 2022 | share | Increase | +3.10% | 10.05K shares | 1.01M | 333.74K | |
| Q4 2021 | share | Increase | +2.02% | 6.41K shares | 838K | 323.69K | |
| Q3 2021 | share | Increase | +5.09% | 15.36K shares | 192K | 317.28K | |
| Q2 2021 | share | Increase | +582.66% | 257.69K shares | 7.87M | 301.92K | |
| Q1 2021 | share | Increase | 0.00% | 44.22K shares | 1.19M | 44.22K |