AVANTAX PLANNING PARTNERS, INC. – Financial Select Sector SPDR Fund Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$500,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.00% | -2.46K shares | -95K | $30.36 | 16.46K |
| Q2 2022 | share | Increase | +0.44% | 83 shares | -127K | $31.45 | 18.92K |
| Q1 2022 | share | Decrease | -0.89% | -170 shares | -20K | $38.32 | 18.84K |
| Q4 2021 | share | Increase | +11.49% | 1.95K shares | 102K | $39.12 | 19.01K |
| Q3 2021 | share | Increase | +19.09% | 2.73K shares | 115K | $37.53 | 17.05K |
| Q2 2021 | share | Increase | +3.62% | 500 shares | 54K | $36.53 | 14.31K |
| Q1 2021 | share | Increase | +31.13% | 3.28K shares | 160K | $33.77 | 13.81K |
| Q4 2020 | share | Increase | 0.00% | 10.53K shares | 311K | $29.11 | 10.53K |
| Q4 2018 | share | Increase | +975.17% | 126.86K shares | 2.97M | $22.45 | 139.87K |
| Q3 2018 | share | Increase | +4.53% | 564 shares | 28K | $25.82 | 13.01K |
| Q2 2018 | share | Decrease | -45.75% | -10.49K shares | -301K | $24.79 | 12.44K |
| Q1 2018 | share | Increase | +22.25% | 4.17K shares | 108K | $25.59 | 22.94K |
| Q4 2017 | share | Decrease | -6.47% | -1.29K shares | 5K | $25.81 | 18.76K |
| Q3 2017 | share | Decrease | -2.14% | -439 shares | 13K | $23.81 | 20.06K |
| Q2 2017 | share | Increase | +3.77% | 745 shares | 37K | $22.62 | 20.50K |
| Q1 2017 | share | Increase | +19.03% | 3.15K shares | 83K | $21.67 | 19.75K |
| Q4 2016 | share | Increase | 0.00% | 16.59K shares | 386K | $21.16 | 16.59K |