KILEY JUERGENS WEALTH MANAGEMENT, LLC – Financial Select Sector SPDR Fund Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$436,000
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.01% | 2 shares | -15K | $30.36 | 14.36K |
| Q2 2022 | share | Increase | 0.00% | 14.36K shares | 451K | $31.45 | 14.36K |
| Q1 2022 | share | Decrease | -100.00% | -14.53K shares | -568K | $38.32 | 0 |
| Q4 2021 | share | Decrease | -8.29% | -1.31K shares | -26K | $39.12 | 14.53K |
| Q3 2021 | share | Increase | +1.43% | 223 shares | 21K | $37.53 | 15.84K |
| Q2 2021 | share | Increase | +0.03% | 5 shares | 42K | $36.53 | 15.62K |
| Q1 2021 | share | Increase | 0.00% | 15.61K shares | 531K | $33.77 | 15.61K |
| Q4 2019 | share | Decrease | -100.00% | -11.84K shares | -331K | $29.6 | 0 |
| Q3 2019 | share | Decrease | -41.75% | -8.48K shares | -230K | $26.79 | 11.84K |
| Q2 2019 | share | Decrease | -6.39% | -1.38K shares | 3K | $26.27 | 20.33K |
| Q1 2019 | share | Decrease | -3.93% | -889 shares | 20K | $24.35 | 21.72K |
| Q4 2018 | share | Increase | +54.27% | 7.95K shares | 134K | $22.45 | 22.61K |
| Q3 2018 | share | Increase | +5.79% | 802 shares | 36K | $25.82 | 14.65K |
| Q2 2018 | share | Increase | +54.60% | 4.89K shares | 121K | $24.79 | 13.85K |
| Q1 2018 | share | Decrease | -10.02% | -998 shares | -30K | $25.59 | 8.96K |
| Q4 2017 | share | Increase | 0.00% | 9.96K shares | 277K | $25.81 | 9.96K |