WINCH ADVISORY SERVICES, LLC – Financial Select Sector SPDR Fund Transaction History
WINCH ADVISORY SERVICES, LLC portfolio value:
$55,000
portfolio value
WINCH ADVISORY SERVICES, 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 | +0.56% | 10 shares | -1K | $30.36 | 1.80K |
| Q2 2022 | share | Increase | +0.50% | 9 shares | -12K | $31.45 | 1.79K |
| Q1 2022 | share | Increase | +15.90% | 245 shares | 8K | $38.32 | 1.78K |
| Q4 2021 | share | Increase | +0.52% | 8 shares | 2K | $39.12 | 1.54K |
| Q3 2021 | share | Increase | +0.39% | 6 shares | 2K | $37.53 | 1.53K |
| Q2 2021 | share | Increase | +0.39% | 6 shares | 4K | $36.53 | 1.52K |
| Q1 2021 | share | Increase | +4.75% | 69 shares | 9K | $33.77 | 1.52K |
| Q4 2020 | share | Increase | +0.48% | 7 shares | 8K | $29.11 | 1.45K |
| Q3 2020 | share | Increase | +0.63% | 9 shares | 2K | $23.64 | 1.44K |
| Q2 2020 | share | Increase | +0.63% | 9 shares | 3K | $22.6 | 1.43K |
| Q1 2020 | share | Increase | +0.78% | 11 shares | -14K | $20.2 | 1.42K |
| Q4 2019 | share | Increase | +0.50% | 7 shares | 5K | $29.6 | 1.41K |
| Q3 2019 | share | Decrease | -27.56% | -536 shares | -15K | $26.79 | 1.40K |
| Q2 2019 | share | Decrease | -9.58% | -206 shares | -1K | $26.27 | 1.94K |
| Q1 2019 | share | Increase | +48.45% | 702 shares | 20K | $24.35 | 2.15K |
| Q4 2018 | share | Increase | +23.95% | 280 shares | 3K | $22.45 | 1.44K |
| Q3 2018 | share | Decrease | -75.40% | -3.58K shares | -94K | $25.82 | 1.16K |
| Q2 2018 | share | Decrease | -97.68% | -199.64K shares | -5.50M | $24.79 | 4.75K |
| Q1 2018 | share | Increase | +3.97% | 7.80K shares | 148K | $25.59 | 204.39K |
| Q4 2017 | share | Increase | +1.10% | 2.13K shares | 457K | $25.81 | 196.58K |
| Q3 2017 | share | Increase | +1.14% | 2.19K shares | 287K | $23.81 | 194.45K |
| Q2 2017 | share | Decrease | -2.37% | -4.67K shares | 70K | $22.62 | 192.26K |
| Q1 2017 | share | Increase | +2.55% | 4.88K shares | 208K | $21.67 | 196.94K |
| Q4 2016 | share | Increase | +4275.73% | 187.66K shares | 4.38M | $21.16 | 192.05K |
| Q3 2016 | share | Decrease | -1.24% | -55 shares | -17K | $17.48 | 4.38K |
| Q2 2016 | share | Increase | 0.00% | 4.44K shares | 102K | $16.75 | 4.44K |