TRADITION WEALTH MANAGEMENT, LLC – Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$36.19M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.76% | -38.86K shares | -4.22M | $55.81 | 636.07K |
| Q2 2022 | share | Increase | +79.81% | 299.57K shares | 12.33M | $57.99 | 674.94K |
| Q1 2022 | share | Increase | +4.04% | 14.57K shares | -1.45M | $74.82 | 375.37K |
| Q4 2021 | share | Increase | +1.52% | 2.70K shares | 3.22M | $165.03 | 180.39K |
| Q3 2021 | share | Increase | +2.20% | 3.82K shares | 937K | $148.09 | 177.69K |
| Q2 2021 | share | Increase | +1.15% | 1.97K shares | 3.06M | $145.82 | 173.86K |
| Q1 2021 | share | Decrease | -4.05% | -7.26K shares | -697K | $129.53 | 171.88K |
| Q4 2020 | share | Increase | 0.00% | 179.15K shares | 23.00M | $128.03 | 179.15K |