ML & R WEALTH MANAGEMENT LLC – Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
3.18M
portfolio value
ML & R WEALTH MANAGEMENT LLC quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.30% | 5.38K shares | -315K | 168.71K | |
| Q2 2022 | share | Increase | +3.51% | 5.53K shares | -435K | 163.32K | |
| Q1 2022 | share | Increase | +6.76% | 9.99K shares | 78K | 157.78K | |
| Q4 2021 | share | Increase | 0.00% | 147.79K shares | 3.85M | 147.79K |