UNITED ASSET STRATEGIES, INC. – SPDR Portfolio S&P 500 ETF Transaction History
UNITED ASSET STRATEGIES, INC. portfolio value:
$7.62M
portfolio value
UNITED ASSET STRATEGIES, INC. quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.20% | -361 shares | -443K | $41.99 | 181.69K |
| Q2 2022 | share | Decrease | -9.36% | -18.80K shares | -2.6M | $44.34 | 182.05K |
| Q1 2022 | share | Decrease | -1.79% | -3.65K shares | -746K | $53.13 | 200.85K |
| Q4 2021 | share | Increase | +9.82% | 18.28K shares | 2.02M | $56 | 204.51K |
| Q3 2021 | share | Increase | +37.81% | 51.09K shares | 2.59M | $50.46 | 186.22K |
| Q2 2021 | share | Increase | +9.74% | 11.99K shares | 1.06M | $50.18 | 135.13K |
| Q1 2021 | share | Increase | +0.45% | 549 shares | 351K | $46.31 | 123.14K |
| Q4 2020 | share | Decrease | -17.17% | -25.41K shares | -435K | $43.52 | 122.59K |
| Q3 2020 | share | Increase | +1.25% | 1.82K shares | 525K | $38.79 | 148.01K |
| Q2 2020 | share | Decrease | -2.86% | -4.30K shares | 747K | $35.6 | 146.18K |
| Q1 2020 | share | Decrease | -0.60% | -906 shares | -1.17M | $29.57 | 150.49K |
| Q4 2019 | share | Increase | +48.62% | 49.52K shares | 2.17M | $36.72 | 151.40K |
| Q3 2019 | share | Increase | +46.95% | 32.54K shares | 1.15M | $33.67 | 101.87K |
| Q2 2019 | share | Increase | +25.04% | 13.88K shares | 553K | $33.21 | 69.32K |
| Q1 2019 | share | Decrease | -51.28% | -58.34K shares | -1.48M | $31.79 | 55.44K |
| Q4 2018 | share | Increase | +1062.44% | 104.00K shares | 2.99M | $27.82 | 113.79K |
| Q3 2018 | share | Increase | +5.53% | 513 shares | 38K | $32.25 | 9.78K |
| Q2 2018 | share | Decrease | -91.14% | -95.43K shares | -2.94M | $30.01 | 9.27K |
| Q1 2018 | share | Increase | +4.60% | 4.60K shares | 106K | $28.99 | 104.71K |
| Q4 2017 | share | Increase | 0.00% | 100.10K shares | 3.13M | $29.21 | 100.10K |