WEALTHSPIRE ADVISORS, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.83M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.65% | -42 shares | -145K | $287.3 | 6.40K |
| Q2 2022 | share | Increase | +0.39% | 25 shares | -243K | $307.82 | 6.44K |
| Q1 2022 | share | Increase | +1.57% | 99 shares | -69K | $346.83 | 6.42K |
| Q4 2021 | share | Increase | +8.03% | 470 shares | 317K | $364.07 | 6.32K |
| Q3 2021 | share | Increase | +5.50% | 305 shares | 66K | $337.51 | 5.85K |
| Q2 2021 | share | Decrease | -22.32% | -1.59K shares | -444K | $342.63 | 5.54K |
| Q1 2021 | share | Increase | +1.10% | 78 shares | 198K | $326.69 | 7.14K |
| Q4 2020 | share | Increase | 0.00% | 7.06K shares | 2.15M | $301.24 | 7.06K |
| Q3 2020 | share | Increase | +23.25% | 1.58K shares | 573K | $272.12 | 8.39K |
| Q2 2020 | share | Decrease | -0.90% | -62 shares | 250K | $251.52 | 6.81K |
| Q1 2020 | share | Increase | +1.84% | 124 shares | -418K | $212.68 | 6.87K |
| Q4 2019 | share | Increase | +79.15% | 2.98K shares | 910K | $274.83 | 6.75K |
| Q3 2019 | share | Increase | +0.29% | 11 shares | 16K | $258.05 | 3.76K |
| Q2 2019 | share | Increase | +0.29% | 11 shares | 28K | $254.04 | 3.75K |
| Q1 2019 | share | Increase | +13.13% | 435 shares | 199K | $246.27 | 3.74K |
| Q4 2018 | share | Increase | 0.00% | 3.31K shares | 772K | $220.41 | 3.31K |