BLUE ZONE WEALTH ADVISORS, LLC – Transaction History
BLUE ZONE WEALTH ADVISORS, LLC portfolio value:
1.92M
portfolio value
BLUE ZONE WEALTH ADVISORS, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.50% | -36 shares | -138K | 7.12K | |
| Q2 2022 | share | Decrease | -1.12% | -81 shares | -255K | 7.16K | |
| Q1 2022 | share | Increase | +0.03% | 2 shares | -195K | 7.24K | |
| Q4 2021 | share | Increase | +0.08% | 6 shares | 386K | 7.24K | |
| Q3 2021 | share | Decrease | -0.28% | -20 shares | 26K | 7.23K | |
| Q2 2021 | share | Increase | +1.11% | 80 shares | 87K | 7.25K | |
| Q1 2021 | share | 0.00% | 0 shares | 119K | 7.17K | ||
| Q4 2020 | share | 0.00% | 0 shares | 182K | 7.17K | ||
| Q3 2020 | share | Decrease | -19.44% | -1.73K shares | -180K | 7.17K | |
| Q2 2020 | share | Increase | 0.00% | 8.90K shares | 1.88M | 8.90K |