WEALTH ARCHITECTS, LLC – Transaction History
WEALTH ARCHITECTS, LLC portfolio value:
$480,000
portfolio value
WEALTH ARCHITECTS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -24.52% | -2.79K shares | -181K | $55.81 | 8.6K |
| Q2 2022 | share | 0.00% | 0 shares | -191K | $57.99 | 11.39K | |
| Q1 2022 | share | 0.00% | 0 shares | -81K | $74.82 | 11.39K | |
| Q4 2021 | share | Decrease | -1.16% | -67 shares | 79K | $165.03 | 5.69K |
| Q3 2021 | share | 0.00% | 0 shares | 13K | $148.09 | 5.76K | |
| Q2 2021 | share | Decrease | -9.81% | -627 shares | 12K | $145.82 | 5.76K |
| Q1 2021 | share | Decrease | -3.63% | -241 shares | -23K | $129.53 | 6.39K |
| Q4 2020 | share | Decrease | -4.53% | -315 shares | 52K | $128.03 | 6.63K |
| Q3 2020 | share | Decrease | -0.64% | -45 shares | 90K | $114.67 | 6.94K |
| Q2 2020 | share | 0.00% | 0 shares | 153K | $100.94 | 6.99K | |
| Q1 2020 | share | 0.00% | 0 shares | -93K | $79.05 | 6.99K | |
| Q4 2019 | share | 0.00% | 0 shares | 63K | $92.01 | 6.99K | |
| Q3 2019 | share | Decrease | -6.05% | -450 shares | -32K | $83.02 | 6.99K |
| Q2 2019 | share | Decrease | -4.74% | -370 shares | -2K | $82.02 | 7.44K |
| Q1 2019 | share | Decrease | -1.88% | -150 shares | 72K | $78.11 | 7.81K |
| Q4 2018 | share | Decrease | -0.05% | -4 shares | -104K | $67.65 | 7.96K |
| Q3 2018 | share | Increase | +0.05% | 4 shares | 50K | $80.25 | 7.96K |
| Q2 2018 | share | 0.00% | 0 shares | 32K | $74 | 7.96K | |
| Q1 2018 | share | Decrease | -16.01% | -1.51K shares | -99K | $69.87 | 7.96K |
| Q4 2017 | share | 0.00% | 0 shares | 44K | $68.76 | 9.48K | |
| Q3 2017 | share | 0.00% | 0 shares | 27K | $64.09 | 9.48K | |
| Q2 2017 | share | Decrease | -13.46% | -1.47K shares | -64K | $61.1 | 9.48K |
| Q1 2017 | share | 0.00% | 0 shares | 51K | $58.31 | 10.95K | |
| Q4 2016 | share | Increase | +12.01% | 1.17K shares | 70K | $53.7 | 10.95K |
| Q3 2016 | share | Decrease | -10.73% | -1.17K shares | -32K | $53.17 | 9.78K |
| Q2 2016 | share | 0.00% | 0 shares | 0 | $50.2 | 10.95K | |
| Q1 2016 | share | Decrease | -1.25% | -139 shares | -12K | $50.01 | 10.95K |