PRINCIPLE WEALTH PARTNERS LLC – SPDR S&P 500 ETF Trust Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$4.94M
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.96% | 527 shares | -79K | $357.18 | 13.83K |
| Q2 2022 | share | Decrease | -3.20% | -440 shares | -1.18M | $377.25 | 13.31K |
| Q1 2022 | share | Increase | +2.63% | 353 shares | -153K | $451.64 | 13.75K |
| Q4 2021 | share | Decrease | -10.47% | -1.56K shares | -59K | $476.16 | 13.39K |
| Q3 2021 | share | Decrease | -10.76% | -1.80K shares | -756K | $429.14 | 14.96K |
| Q2 2021 | share | Increase | +1.71% | 282 shares | 644K | $426.68 | 16.77K |
| Q1 2021 | share | Increase | +5.83% | 909 shares | 710K | $393.75 | 16.48K |
| Q4 2020 | share | Increase | +276.24% | 11.43K shares | 4.43M | $370.23 | 15.58K |
| Q3 2020 | share | Decrease | -1.55% | -65 shares | 90K | $330.21 | 4.14K |
| Q2 2020 | share | Increase | +9.50% | 365 shares | 307K | $302.82 | 4.20K |
| Q1 2020 | share | Decrease | -32.57% | -1.85K shares | -843K | $252 | 3.84K |
| Q4 2019 | share | Increase | +11.95% | 608 shares | 323K | $312.76 | 5.69K |
| Q3 2019 | share | Increase | +8.72% | 408 shares | 139K | $286.98 | 5.08K |
| Q2 2019 | share | Increase | +20.77% | 805 shares | 276K | $282.02 | 4.68K |
| Q1 2019 | share | Increase | +335.39% | 2.98K shares | 872K | $270.58 | 3.87K |
| Q4 2018 | share | Increase | 0.00% | 890 shares | 223K | $238.35 | 890 |