AVANTAX PLANNING PARTNERS, INC. – SPDR S&P 400 Mid Cap Value ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$2.30M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-4.43%
quarter
SPDR S&P 400 Mid Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.99% | -399 shares | -131K | $57.82 | 39.86K |
| Q2 2022 | share | Increase | +8.27% | 3.07K shares | -182K | $60.5 | 40.26K |
| Q1 2022 | share | Decrease | -1.27% | -479 shares | -60K | $70.38 | 37.19K |
| Q4 2021 | share | Decrease | -2.28% | -879 shares | 125K | $71.04 | 37.67K |
| Q3 2021 | share | Decrease | -1.91% | -750 shares | -100K | $66.23 | 38.54K |
| Q2 2021 | share | Decrease | -67.61% | -82.04K shares | -5.28M | $67.27 | 39.29K |
| Q1 2021 | share | Decrease | -7.50% | -9.84K shares | 659K | $64.89 | 121.34K |
| Q4 2020 | share | Increase | 0.00% | 131.19K shares | 7.28M | $54.79 | 131.19K |
| Q4 2018 | share | Decrease | -10.15% | -7.46K shares | -1.02M | $41.95 | 66.08K |
| Q3 2018 | share | Increase | +7.60% | 5.19K shares | 396K | $50.46 | 73.54K |
| Q2 2018 | share | Decrease | -1.31% | -910 shares | 111K | $48.66 | 68.35K |
| Q1 2018 | share | Increase | +36.90% | 18.67K shares | 844K | $46.29 | 69.26K |
| Q4 2017 | share | Decrease | -4.08% | -2.15K shares | -10K | $47.64 | 50.59K |
| Q3 2017 | share | Increase | +16.77% | 7.57K shares | 436K | $45.25 | 52.74K |
| Q2 2017 | share | Increase | +24.56% | 8.90K shares | 428K | $43.83 | 45.17K |
| Q1 2017 | share | Increase | +11.23% | 3.66K shares | 215K | $43.65 | 36.26K |
| Q4 2016 | share | Increase | 0.00% | 32.60K shares | 1.53M | $42.42 | 32.60K |