TRANSFORM WEALTH, LLC – Truist Financial Corporation Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$1.44M
portfolio value
TRANSFORM WEALTH, 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 | -4.42% | -1.53K shares | -202K | $43.54 | 33.20K |
| Q2 2022 | share | Decrease | -4.20% | -1.52K shares | -408K | $47.43 | 34.74K |
| Q1 2022 | share | Increase | +8.38% | 2.80K shares | 97K | $56.7 | 36.26K |
| Q4 2021 | share | Increase | +0.09% | 31 shares | -2K | $58.5 | 33.46K |
| Q3 2021 | share | Decrease | -2.18% | -745 shares | 64K | $58.21 | 33.43K |
| Q2 2021 | share | Increase | +243.51% | 24.22K shares | 1.31M | $54.64 | 34.17K |
| Q1 2021 | share | Decrease | -3.52% | -363 shares | 86K | $56.99 | 9.94K |
| Q4 2020 | share | Decrease | -70.62% | -24.78K shares | -842K | $46.44 | 10.31K |
| Q3 2020 | share | Decrease | -0.16% | -57 shares | 16K | $36.51 | 35.10K |
| Q2 2020 | share | Decrease | -1.65% | -590 shares | 218K | $35.62 | 35.15K |
| Q1 2020 | share | Decrease | -0.08% | -27 shares | -913K | $28.85 | 35.74K |
| Q4 2019 | share | Increase | 0.00% | 35.77K shares | 2.01M | $52.26 | 35.77K |