OCTAVIA WEALTH ADVISORS, LLC – Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
14.12M
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-4.75%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.74% | -229.15K shares | -5.31M | 736.24K | |
| Q2 2022 | share | Increase | +1.74% | 16.48K shares | -3.20M | 965.39K | |
| Q1 2022 | share | Increase | +6.51% | 58.02K shares | -50K | 948.90K | |
| Q4 2021 | share | Increase | +15.50% | 119.53K shares | 2.86M | 890.88K | |
| Q3 2021 | share | Increase | +283.87% | 570.41K shares | 14.56M | 771.35K | |
| Q2 2021 | share | Increase | 0.00% | 200.93K shares | 5.26M | 200.93K |