INTEGRATED WEALTH CONCEPTS LLC SPDR Portfolio S&P 1500 Composite Stock Market ETF Transaction History

INTEGRATED WEALTH CONCEPTS LLC portfolio value:

$3.02M
portfolio value

INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:

-5.10%
quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +39.56% 19.45K shares 742K $44.11 68.64K
Q2 2022 share Increase +0.54% 265 shares -433K $46.48 49.18K
Q1 2022 share Decrease -2.55% -1.28K shares -215K $55.58 48.92K
Q4 2021 share Decrease -17.13% -10.37K shares -276K $58.57 50.20K
Q3 2021 share Increase +7.93% 4.45K shares 237K $52.99 60.58K
Q2 2021 share Increase +13.68% 6.75K shares 544K $52.79 56.12K
Q1 2021 share Increase +34.07% 12.54K shares 732K $48.86 49.37K
Q4 2020 share Increase +451.60% 30.14K shares 1.42M $45.63 36.82K
Q3 2020 share Increase 0.00% 6.67K shares 273K $40.3 6.67K
Q1 2020 share Decrease -100.00% -5.80K shares -231K $30.75 0
Q4 2019 share Increase 0.00% 5.80K shares 231K $38.4 5.80K