BURT WEALTH ADVISORS – SPDR S&P 400 Mid Cap Value ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$304,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-4.43%
quarter
SPDR S&P 400 Mid Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $57.82 | 5.25K | |
| Q2 2022 | share | 0.00% | 0 shares | -52K | $60.5 | 5.25K | |
| Q1 2022 | share | Increase | +0.84% | 44 shares | -1K | $70.38 | 5.25K |
| Q4 2021 | share | Decrease | -6.09% | -338 shares | 3K | $71.04 | 5.21K |
| Q3 2021 | share | Decrease | -1.42% | -80 shares | -12K | $66.23 | 5.54K |
| Q2 2021 | share | Decrease | -1.75% | -100 shares | 5K | $67.27 | 5.62K |
| Q1 2021 | share | Decrease | -2.12% | -124 shares | 50K | $64.89 | 5.72K |
| Q4 2020 | share | Decrease | -5.61% | -348 shares | 56K | $54.79 | 5.85K |
| Q3 2020 | share | Decrease | -6.56% | -435 shares | -14K | $42.65 | 6.20K |
| Q2 2020 | share | Decrease | -2.93% | -200 shares | 42K | $41.75 | 6.63K |
| Q1 2020 | share | Decrease | -7.82% | -580 shares | -165K | $34.33 | 6.83K |
| Q4 2019 | share | Decrease | -3.60% | -277 shares | 11K | $52.82 | 7.41K |
| Q3 2019 | share | Decrease | -14.66% | -1.32K shares | -68K | $49.2 | 7.69K |
| Q2 2019 | share | Decrease | -1.45% | -133 shares | 2K | $49.01 | 9.01K |
| Q1 2019 | share | Decrease | -59.45% | -13.41K shares | -540K | $47.82 | 9.14K |
| Q4 2018 | share | Increase | +143.81% | 13.30K shares | 504K | $41.95 | 22.56K |
| Q3 2018 | share | Increase | +3.55% | 317 shares | 32K | $50.46 | 9.25K |
| Q2 2018 | share | Decrease | -0.78% | -70 shares | 17K | $48.66 | 8.93K |
| Q1 2018 | share | Increase | +0.22% | 20 shares | -14K | $46.29 | 9.00K |
| Q4 2017 | share | Decrease | -2.43% | -224 shares | 6K | $47.64 | 8.98K |
| Q3 2017 | share | Decrease | -5.73% | -560 shares | -14K | $45.25 | 9.21K |
| Q2 2017 | share | Increase | +7.93% | 718 shares | 34K | $43.83 | 9.77K |
| Q1 2017 | share | Decrease | -5.79% | -556 shares | -15K | $43.65 | 9.05K |
| Q4 2016 | share | Increase | +1.91% | 180 shares | 44K | $42.42 | 9.60K |
| Q3 2016 | share | Decrease | -0.17% | -16 shares | 17K | $38.78 | 9.42K |
| Q2 2016 | share | Decrease | -14.78% | -1.63K shares | -55K | $36.96 | 9.44K |
| Q1 2016 | share | Decrease | -72.07% | -28.59K shares | -1.06M | $35.71 | 11.08K |