INSIGHT WEALTH STRATEGIES, LLC – SPDR S&P 500 ETF Trust Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.44M
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $357.18 | 3.82K | |
| Q2 2022 | share | Increase | +36.45% | 1.02K shares | 176K | $377.25 | 3.82K |
| Q1 2022 | share | Increase | +110.19% | 1.47K shares | 633K | $451.64 | 2.80K |
| Q4 2021 | share | Decrease | -44.25% | -1.05K shares | -393K | $476.16 | 1.33K |
| Q3 2021 | share | Increase | +3.86% | 89 shares | 41K | $429.14 | 2.39K |
| Q2 2021 | share | Decrease | -0.09% | -2 shares | 72K | $426.68 | 2.30K |
| Q1 2021 | share | Increase | +17.89% | 350 shares | 183K | $393.75 | 2.30K |
| Q4 2020 | share | Increase | +7.24% | 132 shares | 120K | $370.23 | 1.95K |
| Q3 2020 | share | Increase | +14.57% | 232 shares | 120K | $330.21 | 1.82K |
| Q2 2020 | share | Decrease | -40.93% | -1.10K shares | -204K | $302.82 | 1.59K |
| Q1 2020 | share | Decrease | -25.61% | -928 shares | -471K | $252 | 2.69K |
| Q4 2019 | share | Increase | +38.87% | 1.01K shares | 392K | $312.76 | 3.62K |
| Q3 2019 | share | Increase | +4.65% | 116 shares | 43K | $286.98 | 2.60K |
| Q2 2019 | share | Decrease | -21.83% | -696 shares | -170K | $282.02 | 2.49K |
| Q1 2019 | share | Increase | +1.17% | 37 shares | 113K | $270.58 | 3.18K |
| Q4 2018 | share | Increase | 0.00% | 3.15K shares | 788K | $238.35 | 3.15K |