SAX WEALTH ADVISORS, LLC – Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
8.36M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +82.65% | 60.72K shares | 3.58M | 134.19K | |
| Q2 2022 | share | Increase | +80.89% | 32.85K shares | 1.64M | 73.47K | |
| Q1 2022 | share | Increase | +102.39% | 20.54K shares | 1.52M | 40.61K | |
| Q4 2021 | share | Increase | +13.65% | 2.41K shares | 308K | 20.06K | |
| Q3 2021 | share | Increase | +132.83% | 10.07K shares | 738K | 17.65K | |
| Q2 2021 | share | Increase | 0.00% | 7.58K shares | 563K | 7.58K |