ALLSQUARE WEALTH MANAGEMENT LLC – Truist Financial Corporation Transaction History
ALLSQUARE WEALTH MANAGEMENT LLC portfolio value:
$62,000
portfolio value
ALLSQUARE WEALTH MANAGEMENT LLC 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 | 0.00% | 0 shares | -6K | $43.54 | 1.42K | |
| Q2 2022 | share | 0.00% | 0 shares | -13K | $47.43 | 1.42K | |
| Q1 2022 | share | Increase | +13.55% | 170 shares | 8K | $56.7 | 1.42K |
| Q4 2021 | share | Decrease | -9.71% | -135 shares | -9K | $58.5 | 1.25K |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $58.21 | 1.39K | |
| Q2 2021 | share | 0.00% | 0 shares | -4K | $54.64 | 1.39K | |
| Q1 2021 | share | Decrease | -2.46% | -35 shares | 13K | $56.99 | 1.39K |
| Q4 2020 | share | 0.00% | 0 shares | 14K | $46.44 | 1.42K | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $36.51 | 1.42K | |
| Q2 2020 | share | Increase | +29.78% | 327 shares | 20K | $35.62 | 1.42K |
| Q1 2020 | share | Decrease | -9.63% | -117 shares | -34K | $28.85 | 1.09K |
| Q4 2019 | share | Increase | 0.00% | 1.21K shares | 68K | $52.26 | 1.21K |