SAX WEALTH ADVISORS, LLC – Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$22.13M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.01% | -74 shares | -1.10M | $38.82 | 570.18K |
| Q2 2022 | share | Increase | +2.94% | 16.27K shares | -3.91M | $40.75 | 570.26K |
| Q1 2022 | share | Decrease | -100.00% | -571.86K shares | -29.56M | $49.02 | 0 |
| Q4 2021 | share | Decrease | -0.42% | -2.38K shares | 2.48M | $51.85 | 571.86K |
| Q3 2021 | share | Increase | 0.00% | 574.25K shares | 27.08M | $47.16 | 574.25K |