BETA WEALTH GROUP, INC. – SPDR Portfolio S&P 500 ETF Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$7.44M
portfolio value
BETA WEALTH GROUP, 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 | Increase | +3.41% | 5.84K shares | -158K | $41.99 | 177.33K |
| Q2 2022 | share | Decrease | -4.22% | -7.55K shares | -1.90M | $44.34 | 171.48K |
| Q1 2022 | share | Increase | +4.61% | 7.89K shares | 876K | $53.13 | 179.03K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $56 | 171.14K | |
| Q3 2021 | share | Decrease | -1.17% | -2.02K shares | -80K | $50.46 | 171.14K |
| Q2 2021 | share | Increase | +0.33% | 565 shares | 671K | $50.18 | 173.16K |
| Q1 2021 | share | Increase | +1.03% | 1.75K shares | 535K | $46.31 | 172.60K |
| Q4 2020 | share | Increase | 0.00% | 170.84K shares | 7.51M | $43.52 | 170.84K |