WAVERLY ADVISORS, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
WAVERLY ADVISORS, LLC portfolio value:
$740,000
portfolio value
WAVERLY ADVISORS, 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 | 0.00% | 0 shares | -53K | $287.3 | 2.57K | |
| Q2 2022 | share | Increase | +118.95% | 1.4K shares | 385K | $307.82 | 2.57K |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $346.83 | 1.17K | |
| Q4 2021 | share | 0.00% | 0 shares | -14K | $364.07 | 1.17K | |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $337.51 | 1.17K | |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $342.63 | 1.17K | |
| Q1 2021 | share | Increase | 0.00% | 1.17K shares | 402K | $326.69 | 1.17K |
| Q2 2020 | share | Decrease | -100.00% | -1.42K shares | -312K | $251.52 | 0 |
| Q1 2020 | share | Increase | 0.00% | 1.42K shares | 312K | $212.68 | 1.42K |