FORVIS WEALTH ADVISORS, LLC – Communication Services Select Sector SPDR Fund Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.18M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.76%
quarter
Communication Services Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.54% | 2.76K shares | -9K | $47.89 | 24.83K |
| Q2 2022 | share | Decrease | -0.37% | -81 shares | -325K | $54.27 | 22.06K |
| Q1 2022 | share | Increase | +3.62% | 774 shares | -137K | $68.78 | 22.14K |
| Q4 2021 | share | Decrease | -3.12% | -688 shares | -107K | $78.77 | 21.37K |
| Q3 2021 | share | Decrease | -0.18% | -40 shares | -23K | $80.11 | 22.06K |
| Q2 2021 | share | Decrease | -0.37% | -83 shares | 163K | $80.83 | 22.10K |
| Q1 2021 | share | Decrease | -8.30% | -2.00K shares | -6K | $73.06 | 22.18K |
| Q4 2020 | share | Decrease | -0.82% | -200 shares | 184K | $67.13 | 24.19K |
| Q3 2020 | share | Decrease | -15.56% | -4.49K shares | -112K | $58.99 | 24.39K |
| Q2 2020 | share | Decrease | -18.30% | -6.46K shares | -3K | $53.56 | 28.88K |
| Q1 2020 | share | Decrease | -8.14% | -3.13K shares | -500K | $43.76 | 35.35K |
| Q4 2019 | share | Increase | +1.79% | 678 shares | 191K | $52.89 | 38.49K |
| Q3 2019 | share | Increase | +0.65% | 243 shares | 24K | $48.73 | 37.81K |
| Q2 2019 | share | Increase | +0.87% | 324 shares | 107K | $48.33 | 37.57K |
| Q1 2019 | share | Increase | +99.94% | 18.61K shares | 973K | $45.81 | 37.24K |
| Q4 2018 | share | Increase | 0.00% | 18.62K shares | 769K | $40.36 | 18.62K |