PRIVATE WEALTH STRATEGIES, L.L.C. – LCNB Corp. Transaction History
PRIVATE WEALTH STRATEGIES, L.L.C. portfolio value:
$477,000
portfolio value
PRIVATE WEALTH STRATEGIES, L.L.C. quarter portfolio value change:
+6.09%
quarter
LCNB Corp. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.37% | 111 shares | 30K | $15.86 | 30.02K |
| Q2 2022 | share | Increase | +0.37% | 111 shares | -76K | $14.95 | 29.90K |
| Q1 2022 | share | Increase | +0.31% | 93 shares | -57K | $17.56 | 29.79K |
| Q4 2021 | share | Increase | +0.28% | 83 shares | 62K | $19.78 | 29.70K |
| Q3 2021 | share | Increase | +0.31% | 93 shares | 35K | $17.3 | 29.62K |
| Q2 2021 | share | Increase | +0.31% | 91 shares | -33K | $16.03 | 29.52K |
| Q1 2021 | share | Increase | +0.27% | 79 shares | 85K | $16.95 | 29.43K |
| Q4 2020 | share | Increase | +0.35% | 101 shares | 31K | $14.07 | 29.35K |
| Q3 2020 | share | Increase | +0.33% | 96 shares | -65K | $12.91 | 29.25K |
| Q2 2020 | share | Increase | +1.23% | 354 shares | 102K | $14.91 | 29.16K |
| Q1 2020 | share | Increase | +1.14% | 324 shares | -187K | $11.63 | 28.80K |
| Q4 2019 | share | Increase | 0.00% | 28.48K shares | 550K | $17.62 | 28.48K |