SHEETS SMITH WEALTH MANAGEMENT – SPDR S&P 600 Small Cap Value ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$294,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.53% | 23 shares | -21K | $67.14 | 4.37K |
| Q2 2022 | share | Increase | +4.62% | 192 shares | -31K | $72.41 | 4.34K |
| Q1 2022 | share | Increase | +0.43% | 18 shares | -5K | $83.33 | 4.15K |
| Q4 2021 | share | Increase | +6.90% | 267 shares | 34K | $84.91 | 4.13K |
| Q3 2021 | share | Decrease | -17.74% | -835 shares | -86K | $81.96 | 3.87K |
| Q2 2021 | share | Decrease | -1.15% | -55 shares | 13K | $85.43 | 4.70K |
| Q1 2021 | share | Increase | +3.82% | 175 shares | 86K | $81.44 | 4.76K |
| Q4 2020 | share | Increase | 0.00% | 4.58K shares | 304K | $65.47 | 4.58K |
| Q2 2020 | share | Decrease | -100.00% | -5.19K shares | -212K | $48.27 | 0 |
| Q1 2020 | share | Increase | 0.00% | 5.19K shares | 212K | $39.93 | 5.19K |