WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
1.08M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-7.75%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.35% | -494 shares | -96K | 138.92K | |
| Q2 2022 | share | Decrease | -0.37% | -519 shares | -42K | 139.42K | |
| Q1 2022 | share | Decrease | -4.06% | -5.92K shares | 219K | 139.93K | |
| Q4 2021 | share | 0.00% | 0 shares | 31K | 145.86K | ||
| Q3 2021 | share | 0.00% | 0 shares | 51K | 145.86K | ||
| Q2 2021 | share | Decrease | -0.01% | -13 shares | 125K | 145.86K | |
| Q1 2021 | share | Decrease | -21.72% | -40.48K shares | -122K | 145.88K | |
| Q4 2020 | share | Increase | 0.00% | 186.36K shares | 923K | 186.36K | |
| Q2 2020 | share | Decrease | -100.00% | -298.65K shares | -1.08M | 0 | |
| Q1 2020 | share | Increase | 0.00% | 298.65K shares | 1.08M | 298.65K |