ACCRETIVE WEALTH PARTNERS, LLC – Transaction History
ACCRETIVE WEALTH PARTNERS, LLC portfolio value:
3.25M
portfolio value
ACCRETIVE WEALTH PARTNERS, 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 | -1.56% | -1.63K shares | -343K | 103.13K | |
| Q2 2022 | share | Decrease | -1.23% | -1.30K shares | -312K | 104.76K | |
| Q1 2022 | share | Decrease | -1.07% | -1.14K shares | 174K | 106.07K | |
| Q4 2021 | share | Decrease | -0.22% | -236 shares | 143K | 107.22K | |
| Q3 2021 | share | Decrease | -5.39% | -6.12K shares | -239K | 107.46K | |
| Q2 2021 | share | Increase | 0.00% | 113.58K shares | 3.82M | 113.58K |