DOYLE WEALTH MANAGEMENT – SPDR Portfolio S&P 500 Value ETF Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$16.02M
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.47% | -2.21K shares | -1.16M | $34.49 | 464.74K |
| Q2 2022 | share | Increase | +0.03% | 141 shares | -2.29M | $36.82 | 466.96K |
| Q1 2022 | share | Decrease | -0.71% | -3.31K shares | -256K | $41.75 | 466.82K |
| Q4 2021 | share | Increase | +13.50% | 55.93K shares | 3.59M | $42 | 470.13K |
| Q3 2021 | share | Increase | +30.29% | 96.28K shares | 3.58M | $39 | 414.20K |
| Q2 2021 | share | Increase | +31.88% | 76.84K shares | 3.43M | $39.35 | 317.92K |
| Q1 2021 | share | Increase | +28.18% | 53.00K shares | 2.66M | $37.53 | 241.07K |
| Q4 2020 | share | Increase | +38.71% | 52.48K shares | 2.37M | $33.84 | 188.07K |
| Q3 2020 | share | Increase | +50.70% | 45.61K shares | 1.48M | $29.54 | 135.58K |
| Q2 2020 | share | Increase | +89.31% | 42.44K shares | 1.37M | $28.17 | 89.97K |
| Q1 2020 | share | Increase | +26.85% | 10.06K shares | -80K | $24.94 | 47.52K |
| Q4 2019 | share | Increase | +34.51% | 9.61K shares | 418K | $33.35 | 37.46K |
| Q3 2019 | share | Increase | +33.60% | 7.00K shares | 238K | $30.35 | 27.85K |
| Q2 2019 | share | Increase | +12.60% | 2.33K shares | 81K | $29.53 | 20.84K |
| Q1 2019 | share | Increase | +52.65% | 6.38K shares | 242K | $28.4 | 18.51K |
| Q4 2018 | share | Increase | 0.00% | 12.12K shares | 329K | $25.33 | 12.12K |