TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
509,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.93%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.93% | -192 shares | -50K | 20.43K | |
| Q2 2022 | share | Decrease | -1.61% | -337 shares | -37K | 20.62K | |
| Q1 2022 | share | Increase | +27.44% | 4.51K shares | 109K | 20.96K | |
| Q4 2021 | share | Increase | +2.08% | 335 shares | 5K | 16.45K | |
| Q3 2021 | share | 0.00% | 0 shares | -18K | 16.11K | ||
| Q2 2021 | share | Decrease | -90.44% | -152.49K shares | -4.60M | 16.11K | |
| Q1 2021 | share | Increase | +3.08% | 5.03K shares | 195K | 168.61K | |
| Q4 2020 | share | Increase | 0.00% | 163.57K shares | 4.91M | 163.57K |