NORTHCAPE WEALTH MANAGEMENT, LLC – Transaction History
NORTHCAPE WEALTH MANAGEMENT, LLC portfolio value:
632,000
portfolio value
NORTHCAPE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +24.95% | 4K shares | 82K | 20.03K | |
| Q2 2022 | share | Decrease | -1.17% | -190 shares | -48K | 16.03K | |
| Q1 2022 | share | 0.00% | 0 shares | 33K | 16.22K | ||
| Q4 2021 | share | Increase | 0.00% | 16.22K shares | 565K | 16.22K |