WEALTH ARCHITECTS, LLC – Transaction History
WEALTH ARCHITECTS, LLC portfolio value:
$4.96M
portfolio value
WEALTH ARCHITECTS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.83% | -5.14K shares | -747K | $28.13 | 176.45K |
| Q2 2022 | share | Decrease | -2.76% | -5.15K shares | -1.14M | $31.45 | 181.59K |
| Q1 2022 | share | Increase | +3.50% | 6.30K shares | -157K | $36.72 | 186.74K |
| Q4 2021 | share | Increase | +0.39% | 707 shares | 58K | $38.93 | 180.44K |
| Q3 2021 | share | Decrease | -1.01% | -1.84K shares | -207K | $38.7 | 179.73K |
| Q2 2021 | share | Decrease | -0.18% | -320 shares | 320K | $39.45 | 181.57K |
| Q1 2021 | share | Decrease | -0.60% | -1.09K shares | 254K | $37.3 | 181.89K |
| Q4 2020 | share | Increase | +1.06% | 1.91K shares | 903K | $35.7 | 182.98K |
| Q3 2020 | share | Decrease | -0.93% | -1.69K shares | 249K | $30.69 | 181.07K |
| Q2 2020 | share | Increase | +1.88% | 3.37K shares | 801K | $29.08 | 182.77K |
| Q1 2020 | share | Increase | +39.71% | 50.98K shares | 318K | $25.05 | 179.39K |
| Q4 2019 | share | Decrease | -1.46% | -1.90K shares | 166K | $32.61 | 128.40K |
| Q3 2019 | share | Increase | +0.64% | 833 shares | -3K | $30.22 | 130.31K |
| Q2 2019 | share | Decrease | -0.14% | -187 shares | 95K | $30.44 | 129.47K |
| Q1 2019 | share | Decrease | -0.83% | -1.08K shares | 353K | $29.46 | 129.66K |
| Q4 2018 | share | Decrease | -0.10% | -133 shares | -681K | $26.67 | 130.74K |
| Q3 2018 | share | Increase | +0.07% | 95 shares | 65K | $30.64 | 130.88K |
| Q2 2018 | share | Decrease | -6.43% | -8.98K shares | -389K | $30.2 | 130.78K |
| Q1 2018 | share | Decrease | -3.01% | -4.34K shares | -198K | $30.81 | 139.77K |
| Q4 2017 | share | Decrease | -1.03% | -1.50K shares | 36K | $31.13 | 144.11K |
| Q3 2017 | share | Decrease | -0.46% | -674 shares | 225K | $29.88 | 145.62K |
| Q2 2017 | share | Decrease | -0.22% | -325 shares | 269K | $28.37 | 146.29K |
| Q1 2017 | share | Increase | +0.03% | 43 shares | 323K | $26.67 | 146.62K |
| Q4 2016 | share | Increase | +0.17% | 249 shares | -155K | $24.71 | 146.58K |
| Q3 2016 | share | Increase | +0.16% | 240 shares | 252K | $25.05 | 146.33K |
| Q2 2016 | share | Decrease | -0.88% | -1.29K shares | -36K | $23.59 | 146.09K |
| Q1 2016 | share | Decrease | -3.56% | -5.44K shares | -216K | $23.59 | 147.38K |