DOYLE WEALTH MANAGEMENT – SPDR Portfolio S&P 500 ETF Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$7.57M
portfolio value
DOYLE WEALTH MANAGEMENT quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.22% | 403 shares | -406K | $41.99 | 180.49K |
| Q2 2022 | share | Increase | +18.49% | 28.09K shares | -90K | $44.34 | 180.09K |
| Q1 2022 | share | Increase | +5.27% | 7.61K shares | 14K | $53.13 | 151.99K |
| Q4 2021 | share | Increase | +2.45% | 3.45K shares | 950K | $56 | 144.38K |
| Q3 2021 | share | Increase | +8.91% | 11.53K shares | 599K | $50.46 | 140.92K |
| Q2 2021 | share | Increase | +15.86% | 17.71K shares | 1.30M | $50.18 | 129.39K |
| Q1 2021 | share | Increase | +2.57% | 2.80K shares | 419K | $46.31 | 111.67K |
| Q4 2020 | share | Increase | +2.46% | 2.61K shares | 605K | $43.52 | 108.87K |
| Q3 2020 | share | Increase | +13.45% | 12.6K shares | 786K | $38.79 | 106.25K |
| Q2 2020 | share | Increase | +9.28% | 7.95K shares | 803K | $35.6 | 93.65K |
| Q1 2020 | share | Increase | +25.95% | 17.65K shares | 18K | $29.57 | 85.70K |
| Q4 2019 | share | Increase | +15.94% | 9.35K shares | 529K | $36.72 | 68.04K |
| Q3 2019 | share | Increase | +20.89% | 10.14K shares | 368K | $33.67 | 58.69K |
| Q2 2019 | share | Increase | +24.09% | 9.42K shares | 350K | $33.21 | 48.55K |
| Q1 2019 | share | Increase | +303.49% | 29.42K shares | 1.04M | $31.79 | 39.12K |
| Q4 2018 | share | Increase | +28.69% | 2.16K shares | 26K | $27.82 | 9.69K |
| Q3 2018 | share | Increase | +11.78% | 794 shares | 42K | $32.25 | 7.53K |
| Q2 2018 | share | Increase | 0.00% | 6.74K shares | 215K | $30.01 | 6.74K |