PETERSON WEALTH ADVISORS, LLC – SPDR Portfolio S&P 1500 Composite Stock Market ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$7.43M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
SPDR Portfolio S&P 1500 Composite Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.94% | -5.11K shares | -637K | $44.11 | 168.47K |
| Q2 2022 | share | Decrease | -8.98% | -17.12K shares | -2.53M | $46.48 | 173.58K |
| Q1 2022 | share | Decrease | -3.68% | -7.29K shares | -974K | $55.58 | 190.71K |
| Q4 2021 | share | Decrease | -4.44% | -9.20K shares | 594K | $58.57 | 198.00K |
| Q3 2021 | share | Decrease | -6.76% | -15.02K shares | -792K | $52.99 | 207.21K |
| Q2 2021 | share | Decrease | -5.54% | -13.03K shares | 199K | $52.79 | 222.24K |
| Q1 2021 | share | Decrease | -7.12% | -18.04K shares | -103K | $48.86 | 235.27K |
| Q4 2020 | share | Decrease | -6.59% | -17.87K shares | 587K | $45.63 | 253.32K |
| Q3 2020 | share | Increase | +6.69% | 17.00K shares | 1.48M | $40.3 | 271.2K |
| Q2 2020 | share | Increase | +2.80% | 6.93K shares | 1.82M | $37.1 | 254.19K |
| Q1 2020 | share | Increase | +23.09% | 46.39K shares | -231K | $30.75 | 247.26K |
| Q4 2019 | share | Increase | +5.40% | 10.28K shares | 1.00M | $38.4 | 200.87K |
| Q3 2019 | share | Increase | +3.28% | 6.04K shares | 274K | $35.22 | 190.58K |
| Q2 2019 | share | Increase | +6.69% | 11.56K shares | 475K | $34.8 | 184.53K |
| Q1 2019 | share | Decrease | -0.31% | -541 shares | 890K | $33.42 | 172.97K |
| Q4 2018 | share | Increase | +8.31% | 13.31K shares | -436K | $29.24 | 173.51K |
| Q3 2018 | share | Increase | +11.28% | 16.24K shares | 906K | $34.07 | 160.20K |
| Q2 2018 | share | Increase | +13.21% | 16.79K shares | 719K | $31.83 | 143.96K |
| Q1 2018 | share | Increase | +275.69% | 93.31K shares | 3.05M | $30.62 | 127.16K |
| Q4 2017 | share | Increase | 0.00% | 33.84K shares | 1.12M | $30.87 | 33.84K |