TRADITION WEALTH MANAGEMENT, LLC – Newtek Business Services Corp. Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$233,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-13.79%
quarter
Newtek Business Services Corp. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.97% | 413 shares | -30K | $16.32 | 14.30K |
| Q2 2022 | share | Increase | +12.79% | 1.57K shares | -66K | $18.93 | 13.89K |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $26.7 | 12.31K | |
| Q4 2021 | share | Increase | +16.80% | 1.77K shares | 48K | $27.39 | 12.31K |
| Q3 2021 | share | Decrease | -1.82% | -195 shares | -83K | $27.73 | 10.54K |
| Q2 2021 | share | Increase | +41.27% | 3.13K shares | 172K | $33.79 | 10.74K |
| Q1 2021 | share | Increase | +26.15% | 1.57K shares | 84K | $25.36 | 7.60K |
| Q4 2020 | share | Increase | 0.00% | 6.02K shares | 119K | $18.35 | 6.02K |