PETERSON WEALTH ADVISORS, LLC – SPDR Portfolio S&P 600 Small Cap ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$19.27M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.34%
quarter
SPDR Portfolio S&P 600 Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.40% | 2.23K shares | -1.00M | $34.06 | 566.03K |
| Q2 2022 | share | Increase | +4.82% | 25.92K shares | -2.34M | $35.98 | 563.79K |
| Q1 2022 | share | Increase | +3.60% | 18.69K shares | -574K | $42.07 | 537.87K |
| Q4 2021 | share | Increase | +6.02% | 29.49K shares | 2.34M | $44.71 | 519.18K |
| Q3 2021 | share | Increase | +0.47% | 2.31K shares | -554K | $42.6 | 489.68K |
| Q2 2021 | share | Increase | +6.25% | 28.65K shares | 2.02M | $43.8 | 487.37K |
| Q1 2021 | share | Decrease | -1.84% | -8.58K shares | 2.66M | $42.02 | 458.72K |
| Q4 2020 | share | Increase | +2.89% | 13.13K shares | 4.29M | $35.5 | 467.30K |
| Q3 2020 | share | Increase | +2.97% | 13.07K shares | 715K | $27.03 | 454.17K |
| Q2 2020 | share | Increase | +9.48% | 38.18K shares | 2.92M | $26.12 | 441.09K |
| Q1 2020 | share | Increase | +13.07% | 46.56K shares | -2.82M | $21.38 | 402.90K |
| Q4 2019 | share | Increase | +1.94% | 6.76K shares | 1.14M | $31.78 | 356.34K |
| Q3 2019 | share | Increase | +5.23% | 17.38K shares | 309K | $29.08 | 349.57K |
| Q2 2019 | share | Increase | +7.29% | 22.57K shares | 512K | $29.58 | 332.18K |
| Q1 2019 | share | Increase | +6.01% | 17.54K shares | 1.96M | $29.05 | 309.61K |
| Q4 2018 | share | Increase | +12.41% | 32.25K shares | -937K | $25.25 | 292.07K |
| Q3 2018 | share | Increase | +8.02% | 19.29K shares | 872K | $31.64 | 259.81K |
| Q2 2018 | share | Increase | +3.74% | 8.67K shares | 827K | $30.6 | 240.51K |
| Q1 2018 | share | Increase | +268.67% | 168.95K shares | 5.04M | $28.25 | 231.84K |
| Q4 2017 | share | Increase | 0.00% | 62.88K shares | 1.89M | $28.42 | 62.88K |