TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
3.96M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.73%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.77% | -1.42K shares | -319K | 183.36K | |
| Q2 2022 | share | Decrease | -1.45% | -2.71K shares | -316K | 184.79K | |
| Q1 2022 | share | Decrease | -0.94% | -1.78K shares | -33K | 187.50K | |
| Q4 2021 | share | Increase | +0.59% | 1.10K shares | 1K | 189.28K | |
| Q3 2021 | share | Decrease | -0.16% | -293 shares | -202K | 188.17K | |
| Q2 2021 | share | Increase | 0.00% | 188.47K shares | 4.83M | 188.47K |