AVANTAX PLANNING PARTNERS, INC. – Consumer Discretionary Select Sector SPDR Fund Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$435,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.47% | -143 shares | -5K | $142.45 | 3.05K |
| Q2 2022 | share | Increase | +2.73% | 85 shares | -136K | $137.48 | 3.19K |
| Q1 2022 | share | Increase | +2.43% | 74 shares | -45K | $185 | 3.11K |
| Q4 2021 | share | Increase | +3.65% | 107 shares | 95K | $204.93 | 3.04K |
| Q3 2021 | share | Increase | +0.20% | 6 shares | 3K | $179.45 | 2.93K |
| Q2 2021 | share | Increase | +6.36% | 175 shares | 60K | $178.28 | 2.92K |
| Q1 2021 | share | Increase | +53.31% | 957 shares | 174K | $167.57 | 2.75K |
| Q4 2020 | share | Increase | 0.00% | 1.79K shares | 289K | $160.05 | 1.79K |
| Q4 2018 | share | Decrease | -100.00% | -2.25K shares | -264K | $96.16 | 0 |
| Q3 2018 | share | Decrease | -1.31% | -30 shares | 14K | $113.39 | 2.25K |
| Q2 2018 | share | Decrease | -19.14% | -541 shares | -36K | $105.41 | 2.28K |
| Q1 2018 | share | Increase | +5.37% | 144 shares | 21K | $97.43 | 2.82K |
| Q4 2017 | share | Decrease | -6.32% | -181 shares | 7K | $94.65 | 2.68K |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $86.1 | 2.86K | |
| Q2 2017 | share | Increase | +20.45% | 486 shares | 48K | $85.37 | 2.86K |
| Q1 2017 | share | Increase | 0.00% | 2.37K shares | 209K | $83.51 | 2.37K |