TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
400,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.86% | -2.75K shares | -130K | 12.68K | |
| Q2 2022 | share | Decrease | -2.22% | -350 shares | -52K | 15.44K | |
| Q1 2022 | share | Decrease | -2.37% | -383 shares | 19K | 15.79K | |
| Q4 2021 | share | Decrease | -72.97% | -43.66K shares | -1.43M | 16.17K | |
| Q3 2021 | share | Increase | +0.98% | 581 shares | 1K | 59.84K | |
| Q2 2021 | share | Increase | 0.00% | 59.25K shares | 1.99M | 59.25K |