HCR WEALTH ADVISORS – SPDR Dow Jones Industrial Average ETF Trust Transaction History
HCR WEALTH ADVISORS portfolio value:
$235,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | $287.3 | 817 | |
| Q2 2022 | share | Decrease | -19.59% | -199 shares | -100K | $307.82 | 817 |
| Q1 2022 | share | Decrease | -2.50% | -26 shares | -27K | $346.83 | 1.01K |
| Q4 2021 | share | Increase | +0.10% | 1 shares | 27K | $364.07 | 1.04K |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $337.51 | 1.04K | |
| Q2 2021 | share | 0.00% | 0 shares | 15K | $342.63 | 1.04K | |
| Q1 2021 | share | Decrease | -72.71% | -2.77K shares | -822K | $326.69 | 1.04K |
| Q4 2020 | share | Increase | +0.29% | 11 shares | 111K | $301.24 | 3.81K |
| Q3 2020 | share | 0.00% | 0 shares | 76K | $272.12 | 3.80K | |
| Q2 2020 | share | Decrease | -1.60% | -62 shares | 132K | $251.52 | 3.80K |
| Q1 2020 | share | Increase | +0.55% | 21 shares | -249K | $212.68 | 3.86K |
| Q4 2019 | share | Increase | +310.68% | 2.90K shares | 844K | $274.83 | 3.84K |
| Q3 2019 | share | Decrease | -74.17% | -2.68K shares | -712K | $258.05 | 936 |
| Q2 2019 | share | Decrease | -3.13% | -117 shares | -5K | $254.04 | 3.62K |
| Q1 2019 | share | Increase | 0.00% | 3.74K shares | 969K | $246.27 | 3.74K |
| Q1 2018 | share | Decrease | -100.00% | -854 shares | -211K | $224.54 | 0 |
| Q4 2017 | share | Increase | 0.00% | 854 shares | 211K | $228.97 | 854 |
| Q2 2017 | share | Decrease | -100.00% | -1.14K shares | -236K | $195.2 | 0 |
| Q1 2017 | share | 0.00% | 0 shares | 10K | $187.82 | 1.14K | |
| Q4 2016 | share | Increase | 0.00% | 1.14K shares | 226K | $178.77 | 1.14K |