IVC WEALTH ADVISORS LLC – Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$285,000
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.18% | -1.37K shares | -90K | $55.81 | 5.09K |
| Q2 2022 | share | Decrease | -5.77% | -396 shares | -139K | $57.99 | 6.46K |
| Q1 2022 | share | Decrease | -50.00% | -3.43K shares | 0 | $74.82 | 3.43K |
| Q4 2021 | share | Increase | +100.00% | 3.43K shares | 54K | $165.03 | 6.86K |
| Q3 2021 | share | Increase | +98.21% | 3.40K shares | 2K | $148.09 | 6.86K |
| Q2 2021 | share | Increase | +54.70% | 2.44K shares | -75K | $145.82 | 6.92K |
| Q1 2021 | share | Increase | +43.29% | 2.70K shares | -221K | $129.53 | 8.95K |
| Q4 2020 | share | Increase | 0.00% | 12.49K shares | 802K | $128.03 | 12.49K |