SAX WEALTH ADVISORS, LLC – Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
387,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -27.45% | -695 shares | -87K | 1.83K | |
| Q2 2022 | share | 0.00% | 0 shares | -270K | 2.53K | ||
| Q1 2022 | share | 0.00% | 0 shares | -221K | 2.53K | ||
| Q4 2021 | share | Decrease | -14.52% | -430 shares | -194K | 2.53K | |
| Q3 2021 | share | 0.00% | 0 shares | 398K | 2.96K | ||
| Q2 2021 | share | 0.00% | 0 shares | 137K | 2.96K | ||
| Q1 2021 | share | Increase | +77.47% | 1.29K shares | 234K | 2.96K | |
| Q4 2020 | share | Increase | 0.00% | 1.66K shares | 390K | 1.66K |