PBMARES WEALTH MANAGEMENT LLC – Truist Financial Corporation Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$238,000
portfolio value
PBMARES 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 | -22K | $43.54 | 5.47K | |
| Q2 2022 | share | Increase | +0.92% | 50 shares | -48K | $47.43 | 5.47K |
| Q1 2022 | share | 0.00% | 0 shares | -10K | $56.7 | 5.42K | |
| Q4 2021 | share | Decrease | -0.02% | -1 shares | 0 | $58.5 | 5.42K |
| Q3 2021 | share | Decrease | -13.54% | -850 shares | -30K | $58.21 | 5.42K |
| Q2 2021 | share | Decrease | -1.32% | -84 shares | -23K | $54.64 | 6.27K |
| Q1 2021 | share | Increase | +25.07% | 1.27K shares | 127K | $56.99 | 6.36K |
| Q4 2020 | share | Decrease | -9.03% | -505 shares | 31K | $46.44 | 5.08K |
| Q3 2020 | share | Increase | 0.00% | 5.59K shares | 213K | $36.51 | 5.59K |
| Q1 2020 | share | Decrease | -100.00% | -3.85K shares | -217K | $28.85 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.85K shares | 217K | $52.26 | 3.85K |