BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC – Morningstar, Inc. Transaction History
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$18,000
portfolio value
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -2K | $212.32 | 83 | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $241.83 | 83 | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $273.17 | 83 | |
| Q4 2021 | share | 0.00% | 0 shares | 7K | $341.9 | 83 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $258.73 | 83 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $256.5 | 83 | |
| Q1 2021 | share | Increase | 0.00% | 83 shares | 19K | $224.2 | 83 |