TRANSFORM WEALTH, LLC – Consumer Discretionary Select Sector SPDR Fund Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$263,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.62% | -243 shares | -25K | $142.45 | 1.84K |
| Q2 2022 | share | Decrease | -10.33% | -241 shares | -144K | $137.48 | 2.09K |
| Q1 2022 | share | Decrease | -93.84% | -35.54K shares | -7.31M | $185 | 2.33K |
| Q4 2021 | share | Decrease | -17.58% | -8.07K shares | -503K | $204.93 | 37.88K |
| Q3 2021 | share | Increase | +1957.25% | 43.72K shares | 7.84M | $179.45 | 45.95K |
| Q2 2021 | share | Decrease | -17.93% | -488 shares | -58K | $178.28 | 2.23K |
| Q1 2021 | share | Increase | +1.64% | 44 shares | 26K | $167.57 | 2.72K |
| Q4 2020 | share | Decrease | -0.96% | -26 shares | 34K | $160.05 | 2.67K |
| Q3 2020 | share | Increase | +9.78% | 241 shares | 82K | $146.03 | 2.70K |
| Q2 2020 | share | Increase | 0.00% | 2.46K shares | 315K | $126.62 | 2.46K |
| Q1 2020 | share | Decrease | -100.00% | -1.71K shares | -215K | $97.02 | 0 |
| Q4 2019 | share | Increase | 0.00% | 1.71K shares | 215K | $123.46 | 1.71K |
| Q3 2019 | share | Increase | +162.51% | 6.39K shares | 778K | $118.42 | 10.32K |
| Q2 2019 | share | Increase | 0.00% | 3.93K shares | 468K | $116.56 | 3.93K |
| Q1 2017 | share | Decrease | -100.00% | -3.58K shares | -292K | $83.51 | 0 |
| Q4 2016 | share | Increase | +4.24% | 146 shares | 17K | $77.07 | 3.58K |
| Q3 2016 | share | Increase | +8.21% | 261 shares | 27K | $75.33 | 3.44K |
| Q2 2016 | share | Increase | 0.00% | 3.18K shares | 248K | $73.19 | 3.18K |