ACCRETIVE WEALTH PARTNERS, LLC – Verisk Analytics, Inc. Transaction History
ACCRETIVE WEALTH PARTNERS, LLC portfolio value:
$669,000
portfolio value
ACCRETIVE WEALTH PARTNERS, LLC quarter portfolio value change:
-1.48%
quarter
Verisk Analytics, Inc. 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.44% | 17 shares | -7K | $170.53 | 3.92K |
Q2 2022 | share | Decrease | -7.20% | -303 shares | -228K | $173.09 | 3.90K |
Q1 2022 | share | Increase | +2.01% | 83 shares | -40K | $214.63 | 4.21K |
Q4 2021 | share | Increase | +2.84% | 114 shares | 140K | $228.09 | 4.12K |
Q3 2021 | share | Increase | +5.91% | 224 shares | 142K | $200.27 | 4.01K |
Q2 2021 | share | Increase | +14.78% | 488 shares | 79K | $174.47 | 3.78K |
Q1 2021 | share | Increase | +13.83% | 401 shares | -19K | $176.15 | 3.30K |
Q4 2020 | share | Increase | 0.00% | 2.9K shares | 602K | $206.6 | 2.9K |