PLANTE MORAN FINANCIAL ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$95,000
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.43% | 161 shares | 2K | $30.36 | 3.12K |
| Q2 2022 | share | 0.00% | 0 shares | -21K | $31.45 | 2.96K | |
| Q1 2022 | share | Decrease | -42.15% | -2.16K shares | -86K | $38.32 | 2.96K |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $39.12 | 5.12K | |
| Q3 2021 | share | Decrease | -7.81% | -434 shares | -12K | $37.53 | 5.12K |
| Q2 2021 | share | Increase | +10.32% | 520 shares | 32K | $36.53 | 5.55K |
| Q1 2021 | share | Increase | +202.46% | 3.37K shares | 123K | $33.77 | 5.03K |
| Q4 2020 | share | 0.00% | 0 shares | 9K | $29.11 | 1.66K | |
| Q3 2020 | share | Decrease | -48.55% | -1.57K shares | -35K | $23.64 | 1.66K |
| Q2 2020 | share | Increase | +35.82% | 854 shares | 25K | $22.6 | 3.23K |
| Q1 2020 | share | Decrease | -13.78% | -381 shares | -35K | $20.2 | 2.38K |
| Q4 2019 | share | Decrease | -66.99% | -5.61K shares | -149K | $29.6 | 2.76K |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $26.79 | 8.37K | |
| Q2 2019 | share | Decrease | -1.12% | -95 shares | 13K | $26.27 | 8.37K |
| Q1 2019 | share | Increase | +27.68% | 1.83K shares | 60K | $24.35 | 8.47K |
| Q4 2018 | share | Decrease | -36.59% | -3.82K shares | -131K | $22.45 | 6.63K |
| Q3 2018 | share | 0.00% | 0 shares | 11K | $25.82 | 10.46K | |
| Q2 2018 | share | Decrease | -1.23% | -130 shares | -14K | $24.79 | 10.46K |
| Q1 2018 | share | Increase | +13.19% | 1.23K shares | 31K | $25.59 | 10.59K |
| Q4 2017 | share | Decrease | -9.30% | -960 shares | -6K | $25.81 | 9.35K |
| Q3 2017 | share | Increase | +2.81% | 282 shares | 19K | $23.81 | 10.31K |
| Q2 2017 | share | Increase | +57.38% | 3.65K shares | 97K | $22.62 | 10.03K |
| Q1 2017 | share | Decrease | -0.16% | -10 shares | 3K | $21.67 | 6.37K |
| Q4 2016 | share | Increase | +1.03% | 65 shares | 26K | $21.16 | 6.38K |
| Q3 2016 | share | 0.00% | 0 shares | -22K | $17.48 | 6.32K | |
| Q2 2016 | share | Increase | +718.91% | 5.55K shares | 127K | $16.75 | 6.32K |
| Q1 2016 | share | Decrease | -11.97% | -105 shares | -4K | $16.4 | 772 |