MODERA WEALTH MANAGEMENT, LLC – Truist Financial Corporation Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$645,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.20%
quarter
Truist Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.29% | -2.27K shares | -165K | $43.54 | 14.81K |
| Q2 2022 | share | Decrease | -1.17% | -203 shares | -170K | $47.43 | 17.08K |
| Q1 2022 | share | Decrease | -25.43% | -5.89K shares | -377K | $56.7 | 17.28K |
| Q4 2021 | share | Increase | +37.11% | 6.27K shares | 365K | $58.5 | 23.18K |
| Q3 2021 | share | Increase | +8.08% | 1.26K shares | 124K | $58.21 | 16.91K |
| Q2 2021 | share | Decrease | -3.62% | -588 shares | -79K | $54.64 | 15.64K |
| Q1 2021 | share | Decrease | -2.44% | -406 shares | 150K | $56.99 | 16.23K |
| Q4 2020 | share | Increase | +4.08% | 652 shares | 189K | $46.44 | 16.64K |
| Q3 2020 | share | 0.00% | 0 shares | 8K | $36.51 | 15.98K | |
| Q2 2020 | share | Decrease | -20.20% | -4.04K shares | -18K | $35.62 | 15.98K |
| Q1 2020 | share | Increase | +2.17% | 425 shares | -486K | $28.85 | 20.03K |
| Q4 2019 | share | Increase | 0.00% | 19.61K shares | 1.10M | $52.26 | 19.61K |