INSIGHT WEALTH STRATEGIES, LLC – SPDR Bloomberg Convertible Securities ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$25.49M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-1.95%
quarter
SPDR Bloomberg Convertible Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $63.3 | 394.86K | |
| Q2 2022 | share | Increase | +15.02% | 51.57K shares | -924K | $64.56 | 394.86K |
| Q1 2022 | share | Increase | +3.89% | 12.85K shares | -997K | $76.95 | 343.29K |
| Q4 2021 | share | Increase | +0.55% | 1.80K shares | -635K | $83.02 | 330.43K |
| Q3 2021 | share | Increase | +0.53% | 1.73K shares | -303K | $85.07 | 328.62K |
| Q2 2021 | share | Decrease | -5.89% | -20.47K shares | -602K | $86.18 | 326.88K |
| Q1 2021 | share | Decrease | -9.18% | -35.11K shares | -2.71M | $82.57 | 347.36K |
| Q4 2020 | share | Decrease | -7.09% | -29.16K shares | 3.30M | $81.86 | 382.47K |
| Q3 2020 | share | Increase | +62.61% | 158.49K shares | 13.04M | $67.1 | 411.64K |
| Q2 2020 | share | Increase | +11.46% | 26.03K shares | 4.44M | $58.69 | 253.15K |
| Q1 2020 | share | Decrease | -35.11% | -122.85K shares | -8.55M | $46.16 | 227.11K |
| Q4 2019 | share | Increase | +21.36% | 61.6K shares | 4.29M | $53.37 | 349.96K |
| Q3 2019 | share | Increase | +7.69% | 20.59K shares | 968K | $49.55 | 288.36K |
| Q2 2019 | share | Increase | +600.81% | 229.56K shares | 12.16M | $49.68 | 267.77K |
| Q1 2019 | share | Increase | +46.87% | 12.19K shares | 779K | $48.84 | 38.20K |
| Q4 2018 | share | Increase | 0.00% | 26.01K shares | 1.21M | $43.6 | 26.01K |