PETERSON WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$838,000
portfolio value
PETERSON WEALTH ADVISORS, LLC 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 | -49.68% | -23.99K shares | -940K | $34.49 | 24.30K |
| Q2 2022 | share | 0.00% | 0 shares | -239K | $36.82 | 48.30K | |
| Q1 2022 | share | Decrease | -21.54% | -13.26K shares | -569K | $41.75 | 48.30K |
| Q4 2021 | share | Decrease | -9.78% | -6.67K shares | -75K | $42 | 61.56K |
| Q3 2021 | share | Increase | +4.56% | 2.97K shares | 81K | $39 | 68.23K |
| Q2 2021 | share | Increase | 0.00% | 65.26K shares | 2.58M | $39.35 | 65.26K |