TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
384,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.93% | -570 shares | -90K | 4.20K | |
| Q2 2022 | share | Increase | +0.04% | 2 shares | -55K | 4.77K | |
| Q1 2022 | share | Increase | +31.02% | 1.13K shares | 154K | 4.77K | |
| Q4 2021 | share | Increase | +66.18% | 1.45K shares | 146K | 3.64K | |
| Q3 2021 | share | 0.00% | 0 shares | -11K | 2.19K | ||
| Q2 2021 | share | Increase | +0.18% | 4 shares | 12K | 2.19K | |
| Q1 2021 | share | Decrease | -16.95% | -447 shares | -22K | 2.19K | |
| Q4 2020 | share | Increase | 0.00% | 2.63K shares | 250K | 2.63K |