WELCH GROUP, LLC – Energy Select Sector SPDR Fund Transaction History
WELCH GROUP, LLC portfolio value:
$355,000
portfolio value
WELCH GROUP, 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 | Increase | +16.92% | 713 shares | 54K | $72.02 | 4.92K |
| Q2 2022 | share | 0.00% | 0 shares | -21K | $71.51 | 4.21K | |
| Q1 2022 | share | Decrease | -58.85% | -6.02K shares | -247K | $76.44 | 4.21K |
| Q4 2021 | share | Increase | +81.66% | 4.60K shares | 275K | $55.36 | 10.24K |
| Q3 2021 | share | Increase | +23.99% | 1.09K shares | 49K | $52.09 | 5.63K |
| Q2 2021 | share | Decrease | -19.40% | -1.09K shares | -32K | $53.2 | 4.54K |
| Q1 2021 | share | Decrease | -96.36% | -149.29K shares | -5.59M | $47.98 | 5.64K |
| Q4 2020 | share | Increase | +369.36% | 121.92K shares | 4.88M | $36.67 | 154.93K |
| Q3 2020 | share | Increase | 0.00% | 33.01K shares | 989K | $28.59 | 33.01K |
| Q2 2020 | share | Decrease | -100.00% | -6.74K shares | -196K | $35.53 | 0 |
| Q1 2020 | share | Increase | 0.00% | 6.74K shares | 196K | $26.93 | 6.74K |
| Q4 2017 | share | Decrease | -100.00% | -5.60K shares | -384K | $59.46 | 0 |
| Q3 2017 | share | Increase | 0.00% | 5.60K shares | 384K | $55.98 | 5.60K |
| Q4 2016 | share | Decrease | -100.00% | -6.49K shares | -458K | $60 | 0 |
| Q3 2016 | share | Increase | 0.00% | 6.49K shares | 458K | $55.96 | 6.49K |
| Q2 2016 | share | Decrease | -100.00% | -4.45K shares | -276K | $53.75 | 0 |
| Q1 2016 | share | Decrease | -89.62% | -38.49K shares | -2.31M | $48.43 | 4.45K |