ML & R WEALTH MANAGEMENT LLC – Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
612,000
portfolio value
ML & R WEALTH MANAGEMENT LLC quarter portfolio value change:
-11.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.02% | -1.48K shares | -158K | 13.31K | |
| Q2 2022 | share | Increase | +54.01% | 5.19K shares | 200K | 14.79K | |
| Q1 2022 | share | Increase | +72.30% | 4.03K shares | 217K | 9.60K | |
| Q4 2021 | share | Increase | 0.00% | 5.57K shares | 353K | 5.57K |