WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
2.39M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-2.49%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.36% | 3.59K shares | 41K | 86.02K | |
| Q2 2022 | share | Increase | +53.14% | 28.60K shares | 560K | 82.43K | |
| Q1 2022 | share | Increase | +42.69% | 16.10K shares | 616K | 53.83K | |
| Q4 2021 | share | Increase | 0.00% | 37.72K shares | 1.17M | 37.72K |