SHEETS SMITH WEALTH MANAGEMENT – SPDR Portfolio S&P 1500 Composite Stock Market ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$1.57M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-5.10%
quarter
SPDR Portfolio S&P 1500 Composite Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.01% | 1.70K shares | -6K | $44.11 | 35.71K |
| Q2 2022 | share | Increase | +35.71% | 8.94K shares | 188K | $46.48 | 34.00K |
| Q1 2022 | share | Decrease | -18.70% | -5.76K shares | -409K | $55.58 | 25.05K |
| Q4 2021 | share | Decrease | -58.02% | -42.59K shares | -2.08M | $58.57 | 30.82K |
| Q3 2021 | share | Increase | +1.07% | 774 shares | 42K | $52.99 | 73.41K |
| Q2 2021 | share | Increase | +21.70% | 12.95K shares | 912K | $52.79 | 72.64K |
| Q1 2021 | share | Increase | +14.00% | 7.32K shares | 523K | $48.86 | 59.68K |
| Q4 2020 | share | Increase | +8.28% | 4.00K shares | 436K | $45.63 | 52.36K |
| Q3 2020 | share | Increase | +0.11% | 53 shares | 152K | $40.3 | 48.35K |
| Q2 2020 | share | Increase | +2.76% | 1.29K shares | 347K | $37.1 | 48.30K |
| Q1 2020 | share | Increase | 0.00% | 47.00K shares | 1.47M | $30.75 | 47.00K |