AVANTAX PLANNING PARTNERS, INC. – SPDR S&P 500 ETF Trust Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$7.04M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.24% | -47 shares | -414K | $357.18 | 19.73K |
| Q2 2022 | share | Decrease | -0.13% | -25 shares | -1.48M | $377.25 | 19.78K |
| Q1 2022 | share | Decrease | -2.32% | -471 shares | -685K | $451.64 | 19.80K |
| Q4 2021 | share | Increase | +141.01% | 11.86K shares | 6.02M | $476.16 | 20.27K |
| Q3 2021 | share | Increase | +1.20% | 100 shares | 52K | $429.14 | 8.41K |
| Q2 2021 | share | Increase | +6.73% | 524 shares | 471K | $426.68 | 8.31K |
| Q1 2021 | share | Increase | +105.62% | 4.00K shares | 1.67M | $393.75 | 7.78K |
| Q4 2020 | share | Increase | 0.00% | 3.78K shares | 1.41M | $370.23 | 3.78K |
| Q4 2018 | share | Increase | +72.33% | 677 shares | 131K | $238.35 | 1.61K |
| Q3 2018 | share | Decrease | -21.34% | -254 shares | -51K | $275.61 | 936 |
| Q2 2018 | share | Decrease | -79.39% | -4.58K shares | -1.19M | $256.02 | 1.19K |
| Q1 2018 | share | Decrease | -10.69% | -691 shares | -206K | $247.24 | 5.77K |
| Q4 2017 | share | Increase | +8.66% | 515 shares | 230K | $249.73 | 6.46K |
| Q3 2017 | share | Increase | +4.98% | 282 shares | 125K | $233.91 | 5.95K |
| Q2 2017 | share | Increase | +3.26% | 179 shares | 76K | $224.02 | 5.66K |
| Q1 2017 | share | Increase | +4.06% | 214 shares | 115K | $217.35 | 5.48K |
| Q4 2016 | share | Increase | 0.00% | 5.27K shares | 1.17M | $205.2 | 5.27K |