TRUE PRIVATE WEALTH ADVISORS – Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
294,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS quarter portfolio value change:
+6.12%
quarter
13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +1.41% | 112 shares | 20K | 8.06K | |
Q2 2022 | share | Increase | +4.07% | 311 shares | -36K | 7.95K | |
Q1 2022 | share | Increase | +6.40% | 460 shares | 75K | 7.64K | |
Q4 2021 | share | Increase | +1.92% | 135 shares | 1K | 7.18K | |
Q3 2021 | share | Increase | +1.83% | 127 shares | -18K | 7.04K | |
Q2 2021 | share | Decrease | -10.88% | -845 shares | 15K | 6.92K | |
Q1 2021 | share | Decrease | -2.34% | -186 shares | 33K | 7.76K | |
Q4 2020 | share | Decrease | -18.05% | -1.75K shares | 11K | 7.95K | |
Q3 2020 | share | Decrease | -37.52% | -5.82K shares | -190K | 9.70K | |
Q2 2020 | share | Increase | 0.00% | 15.52K shares | 383K | 15.52K |