TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
3.41M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.66%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.03% | 6.67K shares | -91K | 80.61K | |
| Q2 2022 | share | Increase | +12.06% | 7.95K shares | -821K | 73.94K | |
| Q1 2022 | share | Increase | +13.71% | 7.95K shares | 26K | 65.98K | |
| Q4 2021 | share | Decrease | -1.13% | -664 shares | -41K | 58.03K | |
| Q3 2021 | share | Increase | +5.70% | 3.16K shares | 137K | 58.69K | |
| Q2 2021 | share | Increase | +8.15% | 4.18K shares | 702K | 55.52K | |
| Q1 2021 | share | Increase | +70.28% | 21.19K shares | 1.47M | 51.34K | |
| Q4 2020 | share | Increase | 0.00% | 30.15K shares | 2.03M | 30.15K |