OCTAVIA WEALTH ADVISORS, LLC – Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
707,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.42% | -1.50K shares | -84K | 18.78K | |
| Q2 2022 | share | Decrease | -11.60% | -2.66K shares | -228K | 20.28K | |
| Q1 2022 | share | Decrease | -9.82% | -2.5K shares | -110K | 22.94K | |
| Q4 2021 | share | Increase | +1.52% | 382 shares | 95K | 25.44K | |
| Q3 2021 | share | Decrease | -2.13% | -545 shares | -40K | 25.06K | |
| Q2 2021 | share | Decrease | -7.04% | -1.93K shares | -40K | 25.60K | |
| Q1 2021 | share | Decrease | -58.39% | -38.65K shares | -1.19M | 27.54K | |
| Q4 2020 | share | Increase | 0.00% | 66.20K shares | 2.30M | 66.20K |