OCTAVIA WEALTH ADVISORS, LLC – Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
258,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -22K | 2.81K | ||
| Q2 2022 | share | Decrease | -2.76% | -80 shares | -41K | 2.81K | |
| Q1 2022 | share | Increase | +3.25% | 91 shares | 33K | 2.89K | |
| Q4 2021 | share | Decrease | -5.43% | -161 shares | -21K | 2.80K | |
| Q3 2021 | share | Decrease | -6.91% | -220 shares | -40K | 2.96K | |
| Q2 2021 | share | Decrease | -6.98% | -239 shares | -7K | 3.18K | |
| Q1 2021 | share | Decrease | -12.52% | -490 shares | -15K | 3.42K | |
| Q4 2020 | share | Increase | 0.00% | 3.91K shares | 371K | 3.91K |