WBH ADVISORY INC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
WBH ADVISORY INC portfolio value:
$5.31M
portfolio value
WBH ADVISORY INC quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.86% | 1.18K shares | -174K | $38.56 | 137.87K |
| Q2 2022 | share | Decrease | -10.62% | -16.23K shares | -1.39M | $39.69 | 136.69K |
| Q1 2022 | share | Increase | +5.72% | 8.27K shares | -312K | $47.16 | 152.92K |
| Q4 2021 | share | Increase | +9.43% | 12.47K shares | 1.09M | $49.69 | 144.64K |
| Q3 2021 | share | Increase | +1.74% | 2.26K shares | 12K | $46.16 | 132.17K |
| Q2 2021 | share | Increase | +10.53% | 12.37K shares | 710K | $46.98 | 129.91K |
| Q1 2021 | share | Increase | +7.76% | 8.46K shares | 659K | $45.38 | 117.54K |
| Q4 2020 | share | Increase | +14.05% | 13.44K shares | 1.59M | $39.95 | 109.08K |
| Q3 2020 | share | Increase | +6.41% | 5.76K shares | 313K | $32.14 | 95.64K |
| Q2 2020 | share | Increase | +14.83% | 11.60K shares | 826K | $30.69 | 89.87K |
| Q1 2020 | share | Increase | 0.00% | 78.27K shares | 1.98M | $24.77 | 78.27K |