BAKER TILLY WEALTH MANAGEMENT, LLC – Morningstar, Inc. Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$816,000
portfolio value
BAKER TILLY 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 | Decrease | -8.33% | -349 shares | -198K | $212.32 | 3.84K |
| Q2 2022 | share | Decrease | -1.73% | -74 shares | -151K | $241.83 | 4.19K |
| Q1 2022 | share | Increase | +3.72% | 153 shares | -242K | $273.17 | 4.26K |
| Q4 2021 | share | Decrease | -1.06% | -44 shares | 330K | $341.9 | 4.11K |
| Q3 2021 | share | Increase | +11.00% | 412 shares | 114K | $258.73 | 4.15K |
| Q2 2021 | share | Increase | +34.47% | 960 shares | 318K | $256.5 | 3.74K |
| Q4 2020 | share | Increase | 0.00% | 2.78K shares | 645K | $230.71 | 2.78K |