TRUEWEALTH ADVISORS, LLC – Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
208,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.61% | -422 shares | -60K | 2.28K | |
| Q2 2022 | share | Increase | +31.21% | 643 shares | 56K | 2.70K | |
| Q1 2022 | share | Increase | +17.04% | 351 shares | 38K | 2.41K | |
| Q4 2021 | share | Decrease | -4.14% | -89 shares | -12K | 2.06K | |
| Q3 2021 | share | Decrease | -1.01% | -22 shares | -14K | 2.14K | |
| Q2 2021 | share | Decrease | -6.10% | -141 shares | -1K | 2.17K | |
| Q1 2021 | share | Decrease | -69.66% | -5.30K shares | -473K | 2.31K | |
| Q4 2020 | share | Increase | 0.00% | 7.62K shares | 712K | 7.62K |