GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – Financial Select Sector SPDR Fund Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$19.44M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.17% | 48.37K shares | 823K | $30.36 | 640.60K |
| Q2 2022 | share | Increase | +61.17% | 224.76K shares | 4.54M | $31.45 | 592.23K |
| Q1 2022 | share | Increase | +98.41% | 182.25K shares | 6.84M | $38.32 | 367.46K |
| Q4 2021 | share | Increase | +141.93% | 108.65K shares | 4.35M | $39.12 | 185.20K |
| Q3 2021 | share | Increase | +13.21% | 8.93K shares | 392K | $37.53 | 76.55K |
| Q2 2021 | share | Increase | +28.75% | 15.09K shares | 692K | $36.53 | 67.61K |
| Q1 2021 | share | Increase | +66.70% | 21.01K shares | 860K | $33.77 | 52.52K |
| Q4 2020 | share | Decrease | -25.28% | -10.65K shares | -86K | $29.11 | 31.50K |
| Q3 2020 | share | Increase | +1.16% | 485 shares | 50K | $23.64 | 42.16K |
| Q2 2020 | share | Decrease | -84.91% | -234.54K shares | -4.78M | $22.6 | 41.67K |
| Q1 2020 | share | Increase | +5.35% | 14.03K shares | -2.31M | $20.2 | 276.22K |
| Q4 2019 | share | Increase | +8.07% | 19.57K shares | 1.27M | $29.6 | 262.18K |
| Q3 2019 | share | Increase | +4.46% | 10.35K shares | 383K | $26.79 | 242.61K |
| Q2 2019 | share | Increase | +11.68% | 24.29K shares | 1.06M | $26.27 | 232.26K |
| Q1 2019 | share | Increase | +6.85% | 13.33K shares | 710K | $24.35 | 207.96K |
| Q4 2018 | share | Decrease | -10.87% | -23.72K shares | -1.41M | $22.45 | 194.63K |
| Q3 2018 | share | Decrease | -0.45% | -978 shares | 186K | $25.82 | 218.36K |
| Q2 2018 | share | Increase | +85.84% | 101.31K shares | 2.60M | $24.79 | 219.33K |
| Q1 2018 | share | Increase | +89.25% | 55.66K shares | 1.51M | $25.59 | 118.02K |
| Q4 2017 | share | Increase | +2.24% | 1.36K shares | 139K | $25.81 | 62.36K |
| Q3 2017 | share | Decrease | -5.36% | -3.45K shares | -11K | $23.81 | 61.00K |
| Q2 2017 | share | Decrease | -25.47% | -22.02K shares | -417K | $22.62 | 64.45K |
| Q1 2017 | share | Increase | +15.05% | 11.31K shares | 282K | $21.67 | 86.48K |
| Q4 2016 | share | Increase | +61.62% | 28.65K shares | 850K | $21.16 | 75.16K |
| Q3 2016 | share | Decrease | -6.35% | -3.15K shares | -238K | $17.48 | 46.51K |
| Q2 2016 | share | Decrease | -13.47% | -7.73K shares | -156K | $16.75 | 49.66K |
| Q1 2016 | share | Decrease | -40.05% | -38.34K shares | -990K | $16.4 | 57.39K |