CREATIVEONE WEALTH, LLC – Financial Select Sector SPDR Fund Transaction History
CREATIVEONE WEALTH, LLC portfolio value:
$2.05M
portfolio value
CREATIVEONE WEALTH, 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 | +7.87% | 4.93K shares | 82K | $30.36 | 67.61K |
| Q2 2022 | share | Decrease | -25.49% | -21.44K shares | -1.25M | $31.45 | 62.68K |
| Q1 2022 | share | Increase | +19.29% | 13.60K shares | 470K | $38.32 | 84.13K |
| Q4 2021 | share | Increase | +11.47% | 7.26K shares | 330K | $39.12 | 70.52K |
| Q3 2021 | share | Increase | +9.96% | 5.73K shares | 313K | $37.53 | 63.26K |
| Q2 2021 | share | Increase | +13.68% | 6.92K shares | 388K | $36.53 | 57.53K |
| Q1 2021 | share | Increase | +118.04% | 27.39K shares | 1.03M | $33.77 | 50.61K |
| Q4 2020 | share | Increase | 0.00% | 23.21K shares | 684K | $29.11 | 23.21K |
| Q1 2020 | share | Decrease | -100.00% | -7.97K shares | -246K | $20.2 | 0 |
| Q4 2019 | share | Increase | 0.00% | 7.97K shares | 246K | $29.6 | 7.97K |