WEALTHSPIRE ADVISORS, LLC – Truist Financial Corporation Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$874,000
portfolio value
WEALTHSPIRE ADVISORS, 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 | Decrease | -12.14% | -2.77K shares | -210K | $43.54 | 20.07K |
| Q2 2022 | share | Decrease | -2.76% | -649 shares | -248K | $47.43 | 22.85K |
| Q1 2022 | share | Decrease | -21.82% | -6.56K shares | -428K | $56.7 | 23.49K |
| Q4 2021 | share | Decrease | -16.45% | -5.91K shares | -350K | $58.5 | 30.05K |
| Q3 2021 | share | Increase | +106.27% | 18.53K shares | 1.14M | $58.21 | 35.97K |
| Q2 2021 | share | Decrease | -53.71% | -20.24K shares | -1.23M | $54.64 | 17.44K |
| Q1 2021 | share | Increase | +24.66% | 7.45K shares | 749K | $56.99 | 37.68K |
| Q4 2020 | share | Increase | 0.00% | 30.22K shares | 1.44M | $46.44 | 30.22K |
| Q3 2020 | share | Increase | +17.38% | 1.46K shares | 60K | $36.51 | 9.91K |
| Q2 2020 | share | Decrease | -76.67% | -27.76K shares | -800K | $35.62 | 8.45K |
| Q1 2020 | share | Increase | +577.40% | 30.86K shares | 816K | $28.85 | 36.21K |
| Q4 2019 | share | Increase | 0.00% | 5.34K shares | 301K | $52.26 | 5.34K |