TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
2.57M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.09%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.13% | -151 shares | -142K | 119.20K | |
| Q2 2022 | share | Increase | +2.85% | 3.30K shares | -146K | 119.35K | |
| Q1 2022 | share | Decrease | -0.56% | -658 shares | -153K | 116.05K | |
| Q4 2021 | share | Decrease | -0.42% | -498 shares | 25K | 116.71K | |
| Q3 2021 | share | Decrease | -2.06% | -2.46K shares | -71K | 117.20K | |
| Q2 2021 | share | Increase | 0.00% | 119.67K shares | 3.06M | 119.67K |