FORVIS WEALTH ADVISORS, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.35M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.07% | -100 shares | -128K | $287.3 | 4.72K |
| Q2 2022 | share | Increase | +372.84% | 3.80K shares | 1.13M | $307.82 | 4.82K |
| Q1 2022 | share | Increase | 0.00% | 1.02K shares | 354K | $346.83 | 1.02K |
| Q2 2021 | share | Decrease | -100.00% | -920 shares | -304K | $342.63 | 0 |
| Q1 2021 | share | 0.00% | 0 shares | 23K | $326.69 | 920 | |
| Q4 2020 | share | Increase | 0.00% | 920 shares | 281K | $301.24 | 920 |