WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
1.01M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +175.28% | 12.70K shares | 609K | 19.95K | |
| Q2 2022 | share | Increase | 0.00% | 7.25K shares | 402K | 7.25K | |
| Q4 2021 | share | Decrease | -100.00% | -7.25K shares | -454K | 0 | |
| Q3 2021 | share | Increase | 0.00% | 7.25K shares | 454K | 7.25K |