BAKER TILLY WEALTH MANAGEMENT, LLC – Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
2.56M
portfolio value
BAKER TILLY WEALTH MANAGEMENT, 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 | Increase | +10.69% | 917 shares | 94K | 9.49K | |
| Q2 2022 | share | Increase | +6.82% | 548 shares | -99K | 8.57K | |
| Q1 2022 | share | Increase | +16.97% | 1.16K shares | 187K | 8.03K | |
| Q4 2021 | share | Increase | +18.55% | 1.07K shares | 679K | 6.86K | |
| Q3 2021 | share | Increase | +20.62% | 990 shares | 311K | 5.79K | |
| Q2 2021 | share | Increase | +151.36% | 2.89K shares | 885K | 4.80K | |
| Q4 2020 | share | Increase | 0.00% | 1.91K shares | 503K | 1.91K |