RIVER WEALTH ADVISORS LLC – Energy Select Sector SPDR Fund Transaction History
RIVER WEALTH ADVISORS LLC portfolio value:
$994,000
portfolio value
RIVER WEALTH ADVISORS LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.62% | -978 shares | -63K | $72.02 | 13.80K |
| Q2 2022 | share | Decrease | -0.09% | -14 shares | -74K | $71.51 | 14.78K |
| Q1 2022 | share | Decrease | -0.57% | -85 shares | 305K | $76.44 | 14.79K |
| Q4 2021 | share | Increase | +0.28% | 41 shares | 53K | $55.36 | 14.88K |
| Q3 2021 | share | Decrease | -0.22% | -33 shares | -28K | $52.09 | 14.83K |
| Q2 2021 | share | Increase | +0.30% | 45 shares | 74K | $53.2 | 14.87K |
| Q1 2021 | share | Increase | +2.42% | 351 shares | 178K | $47.98 | 14.82K |
| Q4 2020 | share | Increase | +5.28% | 726 shares | 137K | $36.67 | 14.47K |
| Q3 2020 | share | Decrease | -2.23% | -314 shares | -120K | $28.59 | 13.75K |
| Q2 2020 | share | Decrease | -4.92% | -727 shares | 102K | $35.53 | 14.06K |
| Q1 2020 | share | Increase | 0.00% | 14.79K shares | 430K | $26.93 | 14.79K |
| Q1 2019 | share | Decrease | -100.00% | -2.74K shares | -158K | $56.51 | 0 |
| Q4 2018 | share | Increase | +15.27% | 364 shares | -23K | $48.64 | 2.74K |
| Q3 2018 | share | Increase | +13.21% | 278 shares | 21K | $63.63 | 2.38K |
| Q2 2018 | share | Increase | 0.00% | 2.10K shares | 160K | $63.37 | 2.10K |