PETERSON WEALTH ADVISORS, LLC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$20.63M
portfolio value
PETERSON WEALTH ADVISORS, LLC 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 | -0.55% | -2.97K shares | -723K | $38.56 | 535.17K |
| Q2 2022 | share | Increase | +5.48% | 27.95K shares | -2.70M | $39.69 | 538.14K |
| Q1 2022 | share | Increase | +3.07% | 15.21K shares | -559K | $47.16 | 510.19K |
| Q4 2021 | share | Increase | +6.21% | 28.92K shares | 3.10M | $49.69 | 494.97K |
| Q3 2021 | share | Increase | +1.37% | 6.28K shares | -193K | $46.16 | 466.05K |
| Q2 2021 | share | Increase | +7.96% | 33.88K shares | 2.21M | $46.98 | 459.76K |
| Q1 2021 | share | Decrease | -0.51% | -2.18K shares | 2.19M | $45.38 | 425.88K |
| Q4 2020 | share | Increase | +2.41% | 10.08K shares | 3.65M | $39.95 | 428.07K |
| Q3 2020 | share | Decrease | -0.29% | -1.21K shares | 539K | $32.14 | 417.98K |
| Q2 2020 | share | Increase | +13.78% | 50.78K shares | 3.76M | $30.69 | 419.19K |
| Q1 2020 | share | Increase | +9.31% | 31.37K shares | -2.87M | $24.77 | 368.41K |
| Q4 2019 | share | Decrease | -0.47% | -1.60K shares | 734K | $35.21 | 337.03K |
| Q3 2019 | share | Increase | +4.83% | 15.6K shares | 471K | $32.77 | 338.64K |
| Q2 2019 | share | Increase | +6.77% | 20.47K shares | 561K | $32.81 | 323.04K |
| Q1 2019 | share | Increase | +4.22% | 12.25K shares | 1.90M | $31.96 | 302.57K |
| Q4 2018 | share | Increase | +12.59% | 32.46K shares | -780K | $28.12 | 290.31K |
| Q3 2018 | share | Increase | +6.11% | 14.83K shares | 845K | $34.35 | 257.84K |
| Q2 2018 | share | Increase | +3.06% | 7.20K shares | 657K | $33.02 | 243.01K |
| Q1 2018 | share | Increase | +259.34% | 170.18K shares | 5.63M | $31.27 | 235.80K |
| Q4 2017 | share | Increase | 0.00% | 65.62K shares | 2.18M | $31.36 | 65.62K |