MARSHALL FINANCIAL GROUP INC /ADV – SPDR Dow Jones REIT ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$241,000
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-11.38%
quarter
SPDR Dow Jones REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.31% | -38 shares | -34K | $84.26 | 2.85K |
| Q2 2022 | share | Decrease | -0.86% | -25 shares | -68K | $95.08 | 2.89K |
| Q1 2022 | share | Increase | +0.31% | 9 shares | -12K | $117.32 | 2.91K |
| Q4 2021 | share | Increase | +8.10% | 218 shares | 71K | $121.95 | 2.91K |
| Q3 2021 | share | Increase | +0.56% | 15 shares | 3K | $105.43 | 2.69K |
| Q2 2021 | share | 0.00% | 0 shares | 28K | $104.15 | 2.67K | |
| Q1 2021 | share | 0.00% | 0 shares | 21K | $93.39 | 2.67K | |
| Q4 2020 | share | 0.00% | 0 shares | 23K | $84.82 | 2.67K | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $75.13 | 2.67K | |
| Q2 2020 | share | Increase | 0.00% | 2.67K shares | 209K | $74.55 | 2.67K |
| Q1 2020 | share | Decrease | -100.00% | -2.72K shares | -278K | $68.37 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | -7K | $95.67 | 2.72K | |
| Q3 2019 | share | 0.00% | 0 shares | 15K | $96.95 | 2.72K | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $90.84 | 2.72K | |
| Q1 2019 | share | 0.00% | 0 shares | 35K | $90.17 | 2.72K | |
| Q4 2018 | share | Increase | 0.00% | 2.72K shares | 235K | $77.95 | 2.72K |