BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$100,000
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $401.66 | 248 | |
| Q2 2022 | share | 0.00% | 0 shares | -19K | $413.49 | 248 | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $490.45 | 248 | |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $517.09 | 248 | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $480.88 | 248 | |
| Q2 2021 | share | Decrease | -6.77% | -18 shares | -5K | $489.69 | 248 |
| Q1 2021 | share | Decrease | -1.48% | -4 shares | 17K | $473.49 | 266 |
| Q4 2020 | share | Decrease | -11.48% | -35 shares | 7K | $416.91 | 270 |
| Q3 2020 | share | Decrease | -22.78% | -90 shares | -27K | $335.23 | 305 |
| Q2 2020 | share | Decrease | -21.00% | -105 shares | -1K | $320.07 | 395 |
| Q1 2020 | share | Increase | +185.71% | 325 shares | 65K | $258.41 | 500 |
| Q4 2019 | share | Increase | 0.00% | 175 shares | 66K | $367.22 | 175 |