ML & R WEALTH MANAGEMENT LLC – Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
$83.87M
portfolio value
ML & R WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.45% | 168.36K shares | 2.69M | $38.82 | 2.16M |
| Q2 2022 | share | Decrease | -6.80% | -145.45K shares | -23.60M | $40.75 | 1.99M |
| Q1 2022 | share | Increase | +0.33% | 6.94K shares | -5.37M | $49.02 | 2.13M |
| Q4 2021 | share | Increase | 0.00% | 2.13M shares | 110.15M | $51.85 | 2.13M |