WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
896,000
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-9.01%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -89K | 16.76K | ||
| Q2 2022 | share | Increase | +1.27% | 211 shares | -176K | 16.76K | |
| Q1 2022 | share | 0.00% | 0 shares | 49K | 16.55K | ||
| Q4 2021 | share | Decrease | -1.38% | -231 shares | 56K | 16.55K | |
| Q3 2021 | share | Increase | +1.40% | 231 shares | -15K | 16.78K | |
| Q2 2021 | share | Increase | 0.00% | 16.55K shares | 1.07M | 16.55K |