LEGACY WEALTH ASSET MANAGEMENT, LLC – BOK Financial Corporation Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$494,000
portfolio value
LEGACY WEALTH ASSET MANAGEMENT, LLC quarter portfolio value change:
+17.57%
quarter
BOK Financial Corporation 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -7.44% | -447 shares | 40K | $88.86 | 5.55K |
Q2 2022 | share | Decrease | -3.50% | -218 shares | -131K | $75.58 | 6.00K |
Q1 2022 | share | Increase | +1.57% | 96 shares | -61K | $93.95 | 6.22K |
Q4 2021 | share | Increase | +3.06% | 182 shares | 114K | $104.68 | 6.12K |
Q3 2021 | share | Decrease | -0.57% | -34 shares | 14K | $89.11 | 5.94K |
Q2 2021 | share | Decrease | -7.52% | -486 shares | -60K | $85.67 | 5.98K |
Q1 2021 | share | Increase | +0.08% | 5 shares | 136K | $87.86 | 6.46K |
Q4 2020 | share | Increase | 0.00% | 6.46K shares | 442K | $66.94 | 6.46K |