MEASURED WEALTH PRIVATE CLIENT GROUP, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC portfolio value:
$23.97M
portfolio value
MEASURED WEALTH PRIVATE CLIENT GROUP, 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 | -11.09% | -86.74K shares | -4.81M | $34.49 | 695.18K |
| Q2 2022 | share | Decrease | -9.55% | -82.56K shares | -7.30M | $36.82 | 781.93K |
| Q1 2022 | share | Decrease | -2.16% | -19.11K shares | -1.01M | $41.75 | 864.49K |
| Q4 2021 | share | Decrease | -2.23% | -20.11K shares | 1.86M | $42 | 883.60K |
| Q3 2021 | share | Decrease | -21.38% | -245.74K shares | -10.20M | $39 | 903.72K |
| Q2 2021 | share | Increase | +3.42% | 38.00K shares | 3.32M | $39.35 | 1.14M |
| Q1 2021 | share | Increase | +5.07% | 53.64K shares | 5.74M | $37.53 | 1.11M |
| Q4 2020 | share | Increase | +4.37% | 44.29K shares | 5.77M | $33.84 | 1.05M |
| Q3 2020 | share | Increase | +8.36% | 78.17K shares | 3.50M | $29.54 | 1.01M |
| Q2 2020 | share | Increase | +22.43% | 171.39K shares | 7.36M | $28.17 | 935.34K |
| Q1 2020 | share | Increase | +9.58% | 66.81K shares | -4.59M | $24.94 | 763.95K |
| Q4 2019 | share | Increase | +56.23% | 250.90K shares | 10.07M | $33.35 | 697.14K |
| Q3 2019 | share | Increase | +490.36% | 370.65K shares | 11.89M | $30.35 | 446.23K |
| Q2 2019 | share | Increase | 0.00% | 75.58K shares | 2.36M | $29.53 | 75.58K |