NEWEDGE WEALTH, LLC – Moelis & Company Transaction History
NEWEDGE WEALTH, LLC portfolio value:
$1.82M
portfolio value
NEWEDGE WEALTH, LLC quarter portfolio value change:
-14.08%
quarter
Moelis & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +33.20% | 13.43K shares | 230K | $33.81 | 53.87K |
| Q2 2022 | share | Increase | +61.40% | 15.38K shares | 415K | $39.35 | 40.44K |
| Q1 2022 | share | Increase | +0.87% | 215 shares | -376K | $46.95 | 25.06K |
| Q4 2021 | share | Increase | +3.79% | 907 shares | 72K | $62.77 | 24.84K |
| Q3 2021 | share | Increase | +1.32% | 313 shares | 137K | $59.41 | 23.93K |
| Q2 2021 | share | Increase | +14.96% | 3.07K shares | 216K | $54.08 | 23.62K |
| Q1 2021 | share | Increase | +48.52% | 6.71K shares | 481K | $49.8 | 20.55K |
| Q4 2020 | share | Increase | 0.00% | 13.83K shares | 647K | $42.01 | 13.83K |