TRANSFORM WEALTH, LLC – Utilities Select Sector SPDR Fund Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$3.66M
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1474.08% | 52.31K shares | 3.41M | $65.51 | 55.86K |
| Q2 2022 | share | Increase | 0.00% | 3.54K shares | 249K | $70.13 | 3.54K |
| Q2 2021 | share | Decrease | -100.00% | -4.79K shares | -307K | $62.75 | 0 |
| Q1 2021 | share | Decrease | -86.57% | -30.91K shares | -1.93M | $63.07 | 4.79K |
| Q4 2020 | share | Increase | +344.47% | 27.67K shares | 1.76M | $61.3 | 35.70K |
| Q3 2020 | share | Decrease | -24.78% | -2.64K shares | -126K | $57.56 | 8.03K |
| Q2 2020 | share | Decrease | -85.46% | -62.79K shares | -3.46M | $54.23 | 10.68K |
| Q1 2020 | share | Increase | +1679.10% | 69.34K shares | 3.80M | $52.81 | 73.47K |
| Q4 2019 | share | Increase | 0.00% | 4.13K shares | 267K | $60.95 | 4.13K |
| Q3 2019 | share | Decrease | -91.05% | -38.42K shares | -2.27M | $60.59 | 3.77K |
| Q2 2019 | share | Increase | 0.00% | 42.19K shares | 2.51M | $55.38 | 42.19K |
| Q4 2016 | share | Decrease | -100.00% | -34.63K shares | -1.69M | $41.57 | 0 |
| Q3 2016 | share | Increase | +4.86% | 1.60K shares | -36K | $41.54 | 34.63K |
| Q2 2016 | share | Increase | 0.00% | 33.02K shares | 1.73M | $44.11 | 33.02K |