SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – SPDR Portfolio S&P 500 ETF Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$1.45M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -82K | $41.99 | 34.70K | |
| Q2 2022 | share | Decrease | -0.05% | -18 shares | -306K | $44.34 | 34.70K |
| Q1 2022 | share | Increase | +1.71% | 585 shares | -61K | $53.13 | 34.72K |
| Q4 2021 | share | Increase | +8.20% | 2.58K shares | 314K | $56 | 34.14K |
| Q3 2021 | share | 0.00% | 0 shares | 4K | $50.46 | 31.55K | |
| Q2 2021 | share | 0.00% | 0 shares | 117K | $50.18 | 31.55K | |
| Q1 2021 | share | 0.00% | 0 shares | 84K | $46.31 | 31.55K | |
| Q4 2020 | share | Increase | +9.02% | 2.61K shares | 248K | $43.52 | 31.55K |
| Q3 2020 | share | 0.00% | 0 shares | 90K | $38.79 | 28.94K | |
| Q2 2020 | share | Decrease | -16.46% | -5.70K shares | 1K | $35.6 | 28.94K |
| Q1 2020 | share | Increase | 0.00% | 34.64K shares | 1.04M | $29.57 | 34.64K |