TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
9.20M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.20%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +57.75% | 91.23K shares | 3.75M | 249.2K | |
| Q2 2022 | share | Decrease | -1.60% | -2.57K shares | -903K | 157.97K | |
| Q1 2022 | share | Decrease | -5.95% | -10.15K shares | -390K | 160.54K | |
| Q4 2021 | share | Decrease | -39.20% | -110.04K shares | -4.19M | 170.69K | |
| Q3 2021 | share | Increase | +349.13% | 218.22K shares | 8.38M | 280.73K | |
| Q2 2021 | share | Increase | 0.00% | 62.50K shares | 2.56M | 62.50K | |
| Q1 2021 | share | Decrease | -100.00% | -13.57K shares | -606K | 0 | |
| Q4 2020 | share | Increase | 0.00% | 13.57K shares | 606K | 13.57K |