WEALTHSPIRE ADVISORS, LLC – Energy Select Sector SPDR Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$6.73M
portfolio value
WEALTHSPIRE 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 | -8.93% | -9.15K shares | -607K | $72.02 | 93.45K |
| Q2 2022 | share | Increase | +25.26% | 20.69K shares | 1.07M | $71.51 | 102.61K |
| Q1 2022 | share | Increase | +8.80% | 6.62K shares | 2.08M | $76.44 | 81.92K |
| Q4 2021 | share | Decrease | -0.70% | -529 shares | 229K | $55.36 | 75.29K |
| Q3 2021 | share | Decrease | -34.54% | -40.00K shares | -2.29M | $52.09 | 75.82K |
| Q2 2021 | share | Increase | +3.21% | 3.59K shares | 734K | $53.2 | 115.82K |
| Q1 2021 | share | Increase | +1.70% | 1.87K shares | 1.32M | $47.98 | 112.22K |
| Q4 2020 | share | Increase | 0.00% | 110.35K shares | 4.18M | $36.67 | 110.35K |
| Q3 2020 | share | Decrease | -0.06% | -65 shares | -807K | $28.59 | 101.84K |
| Q2 2020 | share | Increase | +7.51% | 7.12K shares | 1.10M | $35.53 | 101.90K |
| Q1 2020 | share | Increase | 0.00% | 94.78K shares | 2.75M | $26.93 | 94.78K |
| Q1 2019 | share | Decrease | -100.00% | -196 shares | -11K | $56.51 | 0 |
| Q4 2018 | share | Increase | 0.00% | 196 shares | 11K | $48.64 | 196 |