XCEL WEALTH MANAGEMENT, LLC – Truist Financial Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$354,000
portfolio value
XCEL WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -31K | $43.54 | 8.12K | |
| Q2 2022 | share | Increase | +0.01% | 1 shares | -75K | $47.43 | 8.12K |
| Q1 2022 | share | 0.00% | 0 shares | -15K | $56.7 | 8.12K | |
| Q4 2021 | share | Increase | +1.92% | 153 shares | 8K | $58.5 | 8.12K |
| Q3 2021 | share | 0.00% | 0 shares | 25K | $58.21 | 7.96K | |
| Q2 2021 | share | Decrease | -11.15% | -1K shares | -81K | $54.64 | 7.96K |
| Q1 2021 | share | 0.00% | 0 shares | 94K | $56.99 | 8.96K | |
| Q4 2020 | share | 0.00% | 0 shares | 88K | $46.44 | 8.96K | |
| Q3 2020 | share | 0.00% | 0 shares | 5K | $36.51 | 8.96K | |
| Q2 2020 | share | Decrease | -2.66% | -245 shares | 52K | $35.62 | 8.96K |
| Q1 2020 | share | Decrease | -9.51% | -968 shares | -289K | $28.85 | 9.21K |
| Q4 2019 | share | Increase | 0.00% | 10.18K shares | 573K | $52.26 | 10.18K |