ACCRETIVE WEALTH PARTNERS, LLC – Morningstar, Inc. Transaction History
ACCRETIVE WEALTH PARTNERS, LLC portfolio value:
$606,000
portfolio value
ACCRETIVE WEALTH PARTNERS, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.22% | -95 shares | -108K | $212.32 | 2.85K |
| Q2 2022 | share | Decrease | -4.41% | -136 shares | -129K | $241.83 | 2.95K |
| Q1 2022 | share | Increase | +2.69% | 81 shares | -185K | $273.17 | 3.08K |
| Q4 2021 | share | Increase | +3.09% | 90 shares | 273K | $341.9 | 3.00K |
| Q3 2021 | share | Increase | 0.00% | 2.91K shares | 755K | $258.73 | 2.91K |