HERITAGE WEALTH ADVISORS – Truist Financial Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$2.08M
portfolio value
HERITAGE WEALTH ADVISORS 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 | Increase | +0.04% | 19 shares | -186K | $43.54 | 47.98K |
| Q2 2022 | share | Decrease | -84.50% | -261.42K shares | -15.26M | $47.43 | 47.96K |
| Q1 2022 | share | Increase | +11.99% | 33.12K shares | 1.36M | $56.7 | 309.38K |
| Q4 2021 | share | Increase | +10.26% | 25.70K shares | 1.48M | $58.5 | 276.25K |
| Q3 2021 | share | Increase | +6.17% | 14.57K shares | 1.59M | $58.21 | 250.55K |
| Q2 2021 | share | Increase | +4.30% | 9.72K shares | -98.15K | $54.64 | 235.98K |
| Q1 2021 | share | Increase | +5.36% | 11.51K shares | 2.90M | $56.99 | 226.25K |
| Q4 2020 | share | Increase | +2.95% | 6.15K shares | 2.35M | $46.44 | 214.74K |
| Q3 2020 | share | Increase | +303.86% | 156.94K shares | 5.99M | $36.51 | 208.59K |
| Q2 2020 | share | Decrease | -2.75% | -1.46K shares | 301.43K | $35.62 | 51.65K |
| Q1 2020 | share | Increase | +11.37% | 5.42K shares | -1.04M | $28.85 | 53.11K |
| Q4 2019 | share | Increase | 0.00% | 47.69K shares | 2.68M | $52.26 | 47.69K |