TRADITION WEALTH MANAGEMENT, LLC – Tekla Healthcare Opportunities Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$737,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.13%
quarter
Tekla Healthcare Opportunities Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.01% | -3.54K shares | -145K | $18.12 | 40.68K |
| Q2 2022 | share | Increase | +0.17% | 76 shares | -101K | $19.94 | 44.22K |
| Q1 2022 | share | Decrease | -1.73% | -775 shares | -169K | $22.26 | 44.15K |
| Q4 2021 | share | Increase | +2.43% | 1.06K shares | 159K | $25.59 | 44.92K |
| Q3 2021 | share | Increase | +2.73% | 1.16K shares | 7K | $22.44 | 43.85K |
| Q2 2021 | share | Increase | +13.26% | 4.99K shares | 167K | $22.56 | 42.69K |
| Q1 2021 | share | Increase | +67.35% | 15.17K shares | 360K | $20.92 | 37.69K |
| Q4 2020 | share | Increase | 0.00% | 22.52K shares | 459K | $19.31 | 22.52K |