FORVIS WEALTH ADVISORS, LLC – Energy Select Sector SPDR Fund Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$586,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.26% | -188 shares | -10K | $72.02 | 8.14K |
| Q2 2022 | share | Increase | +2.54% | 206 shares | -25K | $71.51 | 8.32K |
| Q1 2022 | share | Increase | 0.00% | 8.12K shares | 621K | $76.44 | 8.12K |
| Q2 2021 | share | Decrease | -100.00% | -8.16K shares | -401K | $53.2 | 0 |
| Q1 2021 | share | Increase | +16.59% | 1.16K shares | 136K | $47.98 | 8.16K |
| Q4 2020 | share | Increase | 0.00% | 7.00K shares | 265K | $36.67 | 7.00K |