GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – SPDR Portfolio S&P 500 Value ETF Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$15.15M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.10% | 50.89K shares | 1.04M | $34.49 | 439.47K |
| Q2 2022 | share | Increase | +1131.59% | 357.02K shares | 12.79M | $36.82 | 388.57K |
| Q1 2022 | share | Increase | +53.48% | 10.99K shares | 454K | $41.75 | 31.55K |
| Q4 2021 | share | Increase | +35.72% | 5.41K shares | 273K | $42 | 20.55K |
| Q3 2021 | share | Increase | +7.51% | 1.05K shares | 33K | $39 | 15.14K |
| Q2 2021 | share | Increase | +68.49% | 5.72K shares | 241K | $39.35 | 14.08K |
| Q1 2021 | share | Increase | +40.68% | 2.41K shares | 112K | $37.53 | 8.36K |
| Q4 2020 | share | Increase | 0.00% | 5.94K shares | 204K | $33.84 | 5.94K |