AVIDIAN WEALTH SOLUTIONS, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$705,000
portfolio value
AVIDIAN WEALTH SOLUTIONS, 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 | Increase | +0.16% | 4 shares | -49K | $287.3 | 2.45K |
| Q2 2022 | share | Increase | +3.29% | 78 shares | -69K | $307.82 | 2.45K |
| Q1 2022 | share | Decrease | -4.70% | -117 shares | -81K | $346.83 | 2.37K |
| Q4 2021 | share | Increase | +0.44% | 11 shares | 66K | $364.07 | 2.48K |
| Q3 2021 | share | Increase | +0.12% | 3 shares | -16K | $337.51 | 2.47K |
| Q2 2021 | share | Decrease | -15.30% | -447 shares | -111K | $342.63 | 2.47K |
| Q1 2021 | share | Increase | 0.00% | 2.92K shares | 965K | $326.69 | 2.92K |
| Q4 2020 | share | Decrease | -2.95% | -105 shares | 69K | $301.24 | 3.45K |
| Q3 2020 | share | 0.00% | 0 shares | 70K | $272.12 | 3.55K | |
| Q2 2020 | share | Increase | +2.12% | 74 shares | 153K | $251.52 | 3.55K |
| Q1 2020 | share | Decrease | -76.50% | -11.34K shares | -3.46M | $212.68 | 3.48K |
| Q4 2019 | share | Increase | +7.81% | 1.07K shares | 526K | $274.83 | 14.82K |
| Q3 2019 | share | Increase | 0.00% | 13.75K shares | 3.70M | $258.05 | 13.75K |