CONNECTICUT WEALTH MANAGEMENT, LLC SPDR S&P 500 ETF Trust Transaction History

CONNECTICUT WEALTH MANAGEMENT, LLC portfolio value:

$2.31M
portfolio value

CONNECTICUT WEALTH MANAGEMENT, LLC quarter portfolio value change:

-5.32%
quarter

SPDR S&P 500 ETF Trust 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +0.84% 54 shares -110K $357.18 6.47K
Q2 2022 share Increase +0.39% 25 shares -467K $377.25 6.42K
Q1 2022 share Increase +3.49% 216 shares -46K $451.64 6.39K
Q4 2021 share Increase +46.08% 1.95K shares 1.12M $476.16 6.18K
Q3 2021 share Increase +0.71% 30 shares 17K $429.14 4.23K
Q2 2021 share Decrease -62.35% -6.96K shares -2.75M $426.68 4.20K
Q1 2021 share Increase +147.11% 6.64K shares 2.86M $393.75 11.16K
Q4 2020 share Increase +9.58% 395 shares 309K $370.23 4.51K
Q3 2020 share Increase 0.00% 4.12K shares 1.38M $330.21 4.12K