CORNERSTONE WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
CORNERSTONE WEALTH MANAGEMENT, LLC portfolio value:
$30.05M
portfolio value
CORNERSTONE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.47% | -19.77K shares | -1.66M | $38.56 | 779.51K |
| Q2 2022 | share | Increase | +15.41% | 106.71K shares | -938K | $39.69 | 799.29K |
| Q1 2022 | share | Increase | +7383.26% | 683.32K shares | 32.2M | $47.16 | 692.57K |
| Q4 2021 | share | Increase | +17.49% | 1.37K shares | 98K | $49.69 | 9.25K |
| Q3 2021 | share | Increase | +20.78% | 1.35K shares | 56K | $46.16 | 7.87K |
| Q2 2021 | share | Increase | +0.68% | 44 shares | 12K | $46.98 | 6.52K |
| Q1 2021 | share | Increase | +13.07% | 749 shares | 65K | $45.38 | 6.47K |
| Q4 2020 | share | Increase | 0.00% | 5.72K shares | 231K | $39.95 | 5.72K |