FORESIGHT WEALTH MANAGEMENT, LLC – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
FORESIGHT WEALTH MANAGEMENT, LLC portfolio value:
$269,000
portfolio value
FORESIGHT WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.63%
quarter
SPDR Bloomberg Investment Grade Floating Rate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.13% | -3.13K shares | -93K | $30.3 | 8.87K |
| Q2 2022 | share | Increase | +47.07% | 3.84K shares | 113K | $30.11 | 12.01K |
| Q1 2022 | share | Decrease | -0.73% | -60 shares | -3K | $30.49 | 8.16K |
| Q4 2021 | share | Decrease | -8.02% | -717 shares | -22K | $30.59 | 8.22K |
| Q3 2021 | share | Decrease | -26.20% | -3.17K shares | -97K | $30.63 | 8.94K |
| Q2 2021 | share | Decrease | -43.84% | -9.46K shares | -290K | $30.6 | 12.11K |
| Q1 2021 | share | Decrease | -0.57% | -123 shares | -3K | $30.55 | 21.58K |
| Q4 2020 | share | Increase | +186.11% | 14.11K shares | 432K | $30.48 | 21.70K |
| Q3 2020 | share | Decrease | -36.69% | -4.39K shares | -133K | $30.41 | 7.58K |
| Q2 2020 | share | Increase | +10.77% | 1.16K shares | 47K | $30.24 | 11.98K |
| Q1 2020 | share | Decrease | -1.97% | -217 shares | -21K | $29.04 | 10.81K |
| Q4 2019 | share | Increase | +15.11% | 1.44K shares | 44K | $30.25 | 11.03K |
| Q3 2019 | share | Decrease | -35.48% | -5.27K shares | -162K | $30.03 | 9.58K |
| Q2 2019 | share | Increase | +19.75% | 2.45K shares | 76K | $29.79 | 14.85K |
| Q1 2019 | share | Increase | +6.49% | 756 shares | 27K | $29.54 | 12.40K |
| Q4 2018 | share | Increase | 0.00% | 11.65K shares | 354K | $29.08 | 11.65K |