WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
1.46M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.80% | 307 shares | -39K | 38.90K | |
| Q2 2022 | share | Increase | 0.00% | 38.6K shares | 1.50M | 38.6K | |
| Q4 2021 | share | Decrease | -100.00% | -37.85K shares | -1.56M | 0 | |
| Q3 2021 | share | Increase | 0.00% | 37.85K shares | 1.56M | 37.85K |