TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
627,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.29%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.24% | 54 shares | 3K | 23K | |
Q2 2022 | share | Decrease | -0.94% | -217 shares | -48K | 22.94K | |
Q1 2022 | share | Decrease | -6.98% | -1.73K shares | -60K | 23.16K | |
Q4 2021 | share | Increase | 0.00% | 24.9K shares | 732K | 24.9K | |
Q2 2021 | share | Decrease | -100.00% | -177.03K shares | -5.32M | 0 | |
Q1 2021 | share | Increase | +757.29% | 156.38K shares | 4.73M | 177.03K | |
Q4 2020 | share | Increase | 0.00% | 20.65K shares | 588K | 20.65K |