TRUEWEALTH ADVISORS, LLC – Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$967,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.28% | -1.35K shares | -116K | $55.81 | 17.32K |
| Q2 2022 | share | Increase | +65.02% | 7.36K shares | -771K | $57.99 | 18.68K |
| Q1 2022 | share | Decrease | -17.14% | -3.88K shares | -621K | $74.82 | 18.76K |
| Q4 2021 | share | Decrease | -6.93% | -843 shares | 53K | $165.03 | 11.32K |
| Q3 2021 | share | Decrease | -2.70% | -338 shares | -24K | $148.09 | 12.16K |
| Q2 2021 | share | Decrease | -12.77% | -1.83K shares | -160K | $145.82 | 12.50K |
| Q1 2021 | share | Decrease | -67.54% | -29.81K shares | -3.68M | $129.53 | 14.33K |
| Q4 2020 | share | Increase | 0.00% | 44.14K shares | 5.67M | $128.03 | 44.14K |