FORVIS WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 Growth ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$577,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.17%
quarter
SPDR Portfolio S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.76% | 729 shares | 13K | $50.1 | 11.51K |
| Q2 2022 | share | Decrease | -52.91% | -12.11K shares | -952K | $52.28 | 10.78K |
| Q1 2022 | share | Increase | +5.42% | 1.17K shares | -58K | $66.21 | 22.89K |
| Q4 2021 | share | Decrease | -2.70% | -602 shares | 145K | $72.84 | 21.72K |
| Q3 2021 | share | Increase | +21.90% | 4.01K shares | 276K | $64.02 | 22.32K |
| Q2 2021 | share | Decrease | -16.13% | -3.52K shares | -78K | $62.87 | 18.31K |
| Q1 2021 | share | Increase | +6.85% | 1.4K shares | 101K | $56.21 | 21.83K |
| Q4 2020 | share | Increase | +268.43% | 14.88K shares | 852K | $54.99 | 20.43K |
| Q3 2020 | share | Increase | 0.00% | 5.54K shares | 278K | $49.72 | 5.54K |