INTEGRATED WEALTH CONCEPTS LLC – SPDR Portfolio Intermediate Term Treasury ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$2.70M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-4.55%
quarter
SPDR Portfolio Intermediate Term Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.75% | 2.57K shares | -53K | $28.13 | 96.26K |
| Q2 2022 | share | Increase | +7.32% | 6.39K shares | 117K | $29.47 | 93.68K |
| Q1 2022 | share | Increase | +39.60% | 24.76K shares | 640K | $30.29 | 87.29K |
| Q4 2021 | share | Decrease | -5.82% | -3.86K shares | -141K | $32.05 | 62.53K |
| Q3 2021 | share | Decrease | -18.34% | -14.90K shares | -488K | $32.26 | 66.39K |
| Q2 2021 | share | Increase | 0.00% | 81.30K shares | 2.63M | $32.29 | 81.30K |
| Q4 2020 | share | Decrease | -100.00% | -7.43K shares | -247K | $32.91 | 0 |
| Q3 2020 | share | Increase | 0.00% | 7.43K shares | 247K | $33.05 | 7.43K |