WEALTHSPIRE ADVISORS, LLC – Health Care Select Sector SPDR Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.61M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.56%
quarter
Health Care Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.56% | 939 shares | 25K | $121.11 | 13.36K |
| Q2 2022 | share | Increase | +99.29% | 6.19K shares | 740K | $128.24 | 12.42K |
| Q1 2022 | share | Increase | +29.19% | 1.40K shares | 174K | $136.99 | 6.23K |
| Q4 2021 | share | Decrease | -4.91% | -249 shares | 34K | $141.49 | 4.82K |
| Q3 2021 | share | Increase | 0.00% | 5.07K shares | 646K | $127.3 | 5.07K |
| Q2 2021 | share | Decrease | -100.00% | -5.88K shares | -687K | $125.5 | 0 |
| Q1 2021 | share | Increase | 0.00% | 5.88K shares | 687K | $115.88 | 5.88K |
| Q2 2020 | share | Decrease | -100.00% | -4.97K shares | -440K | $98.18 | 0 |
| Q1 2020 | share | Increase | 0.00% | 4.97K shares | 440K | $86.54 | 4.97K |
| Q1 2019 | share | Decrease | -100.00% | -62 shares | -5K | $87.51 | 0 |
| Q4 2018 | share | Increase | 0.00% | 62 shares | 5K | $82.2 | 62 |