EXENCIAL WEALTH ADVISORS, LLC – Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
832,000
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.18% | 41 shares | 49K | 22.76K | |
| Q2 2022 | share | Decrease | -0.02% | -5 shares | -88K | 22.72K | |
| Q1 2022 | share | Decrease | -0.32% | -74 shares | 124K | 22.73K | |
| Q4 2021 | share | Decrease | -30.91% | -10.20K shares | -478K | 22.80K | |
| Q3 2021 | share | Increase | 0.00% | 33.00K shares | 1.22M | 33.00K | |
| Q2 2021 | share | Decrease | -100.00% | -22.86K shares | -697K | 0 | |
| Q1 2021 | share | Increase | 0.00% | 22.86K shares | 697K | 22.86K | |
| Q4 2020 | share | Decrease | -100.00% | -23.84K shares | -476K | 0 | |
| Q3 2020 | share | Increase | 0.00% | 23.84K shares | 476K | 23.84K |