SHEETS SMITH WEALTH MANAGEMENT – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$291,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
+0.63%
quarter
SPDR Bloomberg Investment Grade Floating Rate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 2K | $30.3 | 9.60K | |
| Q2 2022 | share | Increase | +11.63% | 1K shares | 27K | $30.11 | 9.60K |
| Q1 2022 | share | Decrease | -6.52% | -600 shares | -19K | $30.49 | 8.60K |
| Q4 2021 | share | Decrease | -16.54% | -1.82K shares | -57K | $30.59 | 9.20K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $30.63 | 11.02K | |
| Q2 2021 | share | Increase | 0.00% | 11.02K shares | 338K | $30.6 | 11.02K |
| Q4 2020 | share | Decrease | -100.00% | -24.22K shares | -741K | $30.48 | 0 |
| Q3 2020 | share | Decrease | -40.66% | -16.6K shares | -503K | $30.41 | 24.22K |
| Q2 2020 | share | Decrease | -13.88% | -6.58K shares | -150K | $30.24 | 40.82K |
| Q1 2020 | share | Increase | 0.00% | 47.40K shares | 1.39M | $29.04 | 47.40K |