WMG FINANCIAL ADVISORS, LLC – Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
682,000
portfolio value
WMG FINANCIAL ADVISORS, 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 | -3.24% | -498 shares | -118K | 14.85K | |
| Q2 2022 | share | Increase | +0.03% | 5 shares | -111K | 15.35K | |
| Q1 2022 | share | Increase | +67.77% | 6.20K shares | 330K | 15.35K | |
| Q4 2021 | share | Increase | 0.00% | 9.15K shares | 580K | 9.15K |