NORTHCAPE WEALTH MANAGEMENT, LLC – Transaction History
NORTHCAPE WEALTH MANAGEMENT, LLC portfolio value:
938,000
portfolio value
NORTHCAPE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -42.69% | -27.69K shares | -716K | 37.17K | |
| Q2 2022 | share | Decrease | -5.85% | -4.03K shares | -101K | 64.87K | |
| Q1 2022 | share | Decrease | -2.55% | -1.80K shares | -78K | 68.90K | |
| Q4 2021 | share | Increase | 0.00% | 70.70K shares | 1.83M | 70.70K |