PRINCIPLE WEALTH PARTNERS LLC – Financial Select Sector SPDR Fund Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$1.47M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | Decrease | -31.07% | -21.85K shares | -740K | $30.36 | 48.47K |
| Q2 2022 | share | Decrease | -10.79% | -8.51K shares | -809K | $31.45 | 70.33K |
| Q1 2022 | share | Increase | +7.40% | 5.43K shares | 154K | $38.32 | 78.84K |
| Q4 2021 | share | Increase | +6.59% | 4.53K shares | 282K | $39.12 | 73.41K |
| Q3 2021 | share | Increase | +2.69% | 1.80K shares | 124K | $37.53 | 68.87K |
| Q2 2021 | share | Increase | +4.60% | 2.95K shares | 278K | $36.53 | 67.06K |
| Q1 2021 | share | Increase | +0.71% | 452 shares | 306K | $33.77 | 64.11K |
| Q4 2020 | share | Increase | +251.83% | 45.56K shares | 1.44M | $29.11 | 63.66K |
| Q3 2020 | share | Increase | +2.47% | 436 shares | 27K | $23.64 | 18.09K |
| Q2 2020 | share | Increase | +0.42% | 74 shares | 43K | $22.6 | 17.65K |
| Q1 2020 | share | Decrease | -12.45% | -2.5K shares | -252K | $20.2 | 17.58K |
| Q4 2019 | share | 0.00% | 0 shares | 56K | $29.6 | 20.08K | |
| Q3 2019 | share | Increase | +37.71% | 5.5K shares | 159K | $26.79 | 20.08K |
| Q2 2019 | share | Decrease | -11.93% | -1.97K shares | -23K | $26.27 | 14.58K |
| Q1 2019 | share | Decrease | -9.06% | -1.65K shares | -8K | $24.35 | 16.56K |
| Q4 2018 | share | Increase | 0.00% | 18.21K shares | 434K | $22.45 | 18.21K |