SAX WEALTH ADVISORS, LLC – Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
2.09M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.95% | -2.20K shares | -330K | 110.96K | |
| Q2 2022 | share | Decrease | -1.76% | -2.03K shares | -448K | 113.17K | |
| Q1 2022 | share | Decrease | -100.00% | -138.61K shares | -3.61M | 0 | |
| Q4 2021 | share | Increase | 0.00% | 138.61K shares | 3.61M | 138.61K |