BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$353,000
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.83% | 999 shares | 13K | $34.49 | 10.22K |
| Q2 2022 | share | 0.00% | 0 shares | -45K | $36.82 | 9.22K | |
| Q1 2022 | share | Decrease | -0.37% | -34 shares | -4K | $41.75 | 9.22K |
| Q4 2021 | share | Decrease | -15.12% | -1.65K shares | -37K | $42 | 9.26K |
| Q3 2021 | share | Increase | +7.91% | 800 shares | 26K | $39 | 10.91K |
| Q2 2021 | share | Increase | 0.00% | 10.11K shares | 400K | $39.35 | 10.11K |