BETA WEALTH GROUP, INC. – SPDR S&P 500 ETF Trust Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$290,000
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.37% | 3 shares | -15K | $357.18 | 811 |
| Q2 2022 | share | Decrease | -0.74% | -6 shares | -63K | $377.25 | 808 |
| Q1 2022 | share | Decrease | -18.27% | -182 shares | -60K | $451.64 | 814 |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $476.16 | 996 | |
| Q3 2021 | share | Decrease | -11.78% | -133 shares | -55K | $429.14 | 996 |
| Q2 2021 | share | Increase | +0.18% | 2 shares | 36K | $426.68 | 1.12K |
| Q1 2021 | share | Increase | 0.00% | 1.12K shares | 447K | $393.75 | 1.12K |
| Q4 2020 | share | Decrease | -100.00% | -1.29K shares | -243K | $370.23 | 0 |