SELECTIVE WEALTH MANAGEMENT, INC. – Truist Financial Corporation Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$860,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | Increase | +0.16% | 31 shares | -76K | $43.54 | 19.75K |
| Q2 2022 | share | 0.00% | 0 shares | -182K | $47.43 | 19.72K | |
| Q1 2022 | share | Decrease | -4.33% | -893 shares | -89K | $56.7 | 19.72K |
| Q4 2021 | share | Decrease | -0.48% | -100 shares | -8K | $58.5 | 20.61K |
| Q3 2021 | share | Decrease | -0.59% | -122 shares | 58K | $58.21 | 20.71K |
| Q2 2021 | share | Decrease | -0.45% | -94 shares | -64K | $54.64 | 20.83K |
| Q1 2021 | share | Increase | +40.18% | 6K shares | 505K | $56.99 | 20.93K |
| Q4 2020 | share | Increase | +13.71% | 1.8K shares | 216K | $46.44 | 14.93K |
| Q3 2020 | share | Decrease | -2.60% | -350 shares | -6K | $36.51 | 13.13K |
| Q2 2020 | share | Increase | +264.50% | 9.78K shares | 392K | $35.62 | 13.48K |
| Q1 2020 | share | Increase | +16.36% | 520 shares | -65K | $28.85 | 3.69K |
| Q4 2019 | share | Increase | 0.00% | 3.17K shares | 179K | $52.26 | 3.17K |