BDO WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$261,000
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $30.36 | 8.29K | |
| Q2 2022 | share | Decrease | -17.06% | -1.70K shares | -122K | $31.45 | 8.29K |
| Q1 2022 | share | Increase | +10.48% | 949 shares | 29K | $38.32 | 10.00K |
| Q4 2021 | share | Increase | +70.24% | 3.73K shares | 154K | $39.12 | 9.05K |
| Q3 2021 | share | Increase | +3.91% | 200 shares | 12K | $37.53 | 5.32K |
| Q2 2021 | share | Decrease | -25.82% | -1.78K shares | -47K | $36.53 | 5.12K |
| Q1 2021 | share | Increase | +40.74% | 1.99K shares | 90K | $33.77 | 6.90K |
| Q4 2020 | share | Increase | +0.16% | 8 shares | 27K | $29.11 | 4.90K |
| Q3 2020 | share | Decrease | -25.55% | -1.68K shares | -34K | $23.64 | 4.89K |
| Q2 2020 | share | Increase | +13.99% | 807 shares | 32K | $22.6 | 6.57K |
| Q1 2020 | share | Increase | +138.98% | 3.35K shares | 46K | $20.2 | 5.76K |
| Q4 2019 | share | 0.00% | 0 shares | 6K | $29.6 | 2.41K | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $26.79 | 2.41K | |
| Q2 2019 | share | Decrease | -25.26% | -816 shares | -16K | $26.27 | 2.41K |
| Q1 2019 | share | Decrease | -13.40% | -500 shares | -6K | $24.35 | 3.23K |
| Q4 2018 | share | Decrease | -30.29% | -1.62K shares | -59K | $22.45 | 3.73K |
| Q3 2018 | share | Decrease | -2.62% | -144 shares | 2K | $25.82 | 5.35K |
| Q2 2018 | share | Increase | +1.53% | 83 shares | -3K | $24.79 | 5.49K |
| Q1 2018 | share | Increase | +1.39% | 74 shares | 0 | $25.59 | 5.41K |
| Q4 2017 | share | Increase | +108.35% | 2.77K shares | 83K | $25.81 | 5.33K |
| Q3 2017 | share | Decrease | -14.51% | -435 shares | -8K | $23.81 | 2.56K |
| Q2 2017 | share | Increase | 0.00% | 2.99K shares | 74K | $22.62 | 2.99K |