LAUREL WEALTH PLANNING LLC – Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
171,000
portfolio value
LAUREL WEALTH PLANNING LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.21% | -117 shares | -11K | 3.53K | |
| Q2 2022 | share | Decrease | -64.86% | -6.73K shares | -360K | 3.65K | |
| Q1 2022 | share | Increase | +35.05% | 2.69K shares | 123K | 10.38K | |
| Q4 2021 | share | Decrease | -37.50% | -4.61K shares | -258K | 7.69K | |
| Q3 2021 | share | Decrease | -8.58% | -1.15K shares | -65K | 12.30K | |
| Q2 2021 | share | Decrease | -2.33% | -321 shares | -14K | 13.46K | |
| Q1 2021 | share | Increase | +6.27% | 813 shares | 27K | 13.78K | |
| Q4 2020 | share | Increase | 0.00% | 12.97K shares | 729K | 12.97K |