EXENCIAL WEALTH ADVISORS, LLC – Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
1.89M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +136.91% | 22.64K shares | 1.07M | 39.18K | |
| Q2 2022 | share | Increase | +16.53% | 2.34K shares | 84K | 16.54K | |
| Q1 2022 | share | Decrease | -3.98% | -588 shares | -66K | 14.19K | |
| Q4 2021 | share | Increase | 0.00% | 14.78K shares | 806K | 14.78K | |
| Q3 2021 | share | Decrease | -100.00% | -15.31K shares | -844K | 0 | |
| Q2 2021 | share | Increase | +2.09% | 314 shares | 21K | 15.31K | |
| Q1 2021 | share | Increase | +3.20% | 465 shares | 6K | 14.99K | |
| Q4 2020 | share | Increase | +1.12% | 161 shares | 17K | 14.53K | |
| Q3 2020 | share | Increase | 0.00% | 14.37K shares | 800K | 14.37K |