DOYLE WEALTH MANAGEMENT – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$2.15M
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.30% | -5.06K shares | -264K | $38.56 | 55.91K |
| Q2 2022 | share | Increase | +79.12% | 26.93K shares | 814K | $39.69 | 60.98K |
| Q1 2022 | share | Increase | +0.36% | 123 shares | -81K | $47.16 | 34.04K |
| Q4 2021 | share | Increase | +5.14% | 1.65K shares | 198K | $49.69 | 33.92K |
| Q3 2021 | share | Increase | +3.30% | 1.03K shares | 15K | $46.16 | 32.26K |
| Q2 2021 | share | Increase | +2.64% | 804 shares | 82K | $46.98 | 31.23K |
| Q1 2021 | share | Decrease | -1.95% | -605 shares | 138K | $45.38 | 30.42K |
| Q4 2020 | share | Decrease | -0.09% | -29 shares | 240K | $39.95 | 31.03K |
| Q3 2020 | share | Decrease | -0.23% | -72 shares | 41K | $32.14 | 31.06K |
| Q2 2020 | share | Decrease | -1.55% | -490 shares | 172K | $30.69 | 31.13K |
| Q1 2020 | share | Decrease | -19.53% | -7.67K shares | -623K | $24.77 | 31.62K |
| Q4 2019 | share | Increase | +4.97% | 1.86K shares | 155K | $35.21 | 39.29K |
| Q3 2019 | share | Increase | +6.63% | 2.32K shares | 73K | $32.77 | 37.43K |
| Q2 2019 | share | Increase | +63.79% | 13.67K shares | 465K | $32.81 | 35.11K |
| Q1 2019 | share | Increase | +377.63% | 16.94K shares | 599K | $31.96 | 21.43K |
| Q4 2018 | share | Increase | 0.00% | 4.48K shares | 132K | $28.12 | 4.48K |