SAX WEALTH ADVISORS, LLC – Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
429,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-0.51%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.22% | 19 shares | -2K | 8.76K | |
| Q2 2022 | share | Increase | +2.48% | 212 shares | 9K | 8.75K | |
| Q1 2022 | share | Decrease | -100.00% | -8.80K shares | -440K | 0 | |
| Q4 2021 | share | Decrease | -3.28% | -299 shares | -17K | 8.80K | |
| Q3 2021 | share | Increase | 0.00% | 9.10K shares | 457K | 9.10K |