OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC – SPDR Dow Jones REIT ETF Transaction History
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC portfolio value:
$1.10M
portfolio value
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 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 | -0.45% | -60 shares | -148K | $84.26 | 13.16K |
| Q2 2022 | share | Decrease | -0.11% | -15 shares | -296K | $95.08 | 13.22K |
| Q1 2022 | share | Decrease | -0.38% | -50 shares | -70K | $117.32 | 13.23K |
| Q4 2021 | share | Decrease | -6.87% | -980 shares | 119K | $121.95 | 13.28K |
| Q3 2021 | share | Decrease | -4.96% | -745 shares | -71K | $105.43 | 14.26K |
| Q2 2021 | share | Decrease | -1.63% | -249 shares | 130K | $104.15 | 15.01K |
| Q1 2021 | share | Increase | 0.00% | 15.26K shares | 1.44M | $93.39 | 15.26K |