APRIO WEALTH MANAGEMENT, LLC – Transaction History
APRIO WEALTH MANAGEMENT, LLC portfolio value:
$515,000
portfolio value
APRIO WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.05% | 273 shares | -4K | $55.81 | 9.22K |
| Q2 2022 | share | Decrease | -11.79% | -1.19K shares | -241K | $57.99 | 8.95K |
| Q1 2022 | share | Increase | 0.00% | 10.15K shares | 760K | $74.82 | 10.15K |
| Q2 2021 | share | Decrease | -100.00% | -5.53K shares | -710K | $145.82 | 0 |
| Q4 2020 | share | Increase | +13.63% | 1.32K shares | -411K | $128.03 | 11.06K |
| Q3 2020 | share | Increase | +62.60% | 7.49K shares | -95K | $114.67 | 19.46K |
| Q2 2020 | share | Increase | +142.79% | 14.08K shares | 430K | $100.94 | 23.94K |
| Q1 2020 | share | Increase | +508.20% | 16.48K shares | 485K | $79.05 | 19.72K |
| Q4 2019 | share | Increase | 0.00% | 6.48K shares | 301K | $92.01 | 6.48K |