BCGM WEALTH MANAGEMENT, LLC – Morningstar, Inc. Transaction History
BCGM WEALTH MANAGEMENT, LLC portfolio value:
$914,000
portfolio value
BCGM WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.73% | 282 shares | -18K | $212.32 | 3.93K |
| Q2 2022 | share | Increase | +1.31% | 47 shares | 20K | $241.83 | 3.64K |
| Q1 2022 | share | Increase | +11.11% | 360 shares | -196K | $273.17 | 3.60K |
| Q4 2021 | share | Increase | +6.51% | 198 shares | 144K | $341.9 | 3.24K |
| Q3 2021 | share | Increase | +15.48% | 408 shares | 298K | $258.73 | 3.04K |
| Q2 2021 | share | Increase | +13.09% | 305 shares | 117K | $256.5 | 2.63K |
| Q1 2021 | share | Increase | +24.00% | 451 shares | 83K | $224.2 | 2.33K |
| Q4 2020 | share | Increase | 0.00% | 1.87K shares | 466K | $230.71 | 1.87K |