ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – SPDR S&P 500 ETF Trust Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$639,000
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, 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 | +6.29% | 106 shares | 4K | $357.18 | 1.79K |
| Q2 2022 | share | Increase | +0.42% | 7 shares | -122K | $377.25 | 1.68K |
| Q1 2022 | share | Increase | +8.61% | 133 shares | 24K | $451.64 | 1.67K |
| Q4 2021 | share | Decrease | -0.19% | -3 shares | 69K | $476.16 | 1.54K |
| Q3 2021 | share | Increase | +27.33% | 332 shares | 144K | $429.14 | 1.54K |
| Q2 2021 | share | Decrease | -3.03% | -38 shares | 23K | $426.68 | 1.21K |
| Q1 2021 | share | Decrease | -0.08% | -1 shares | 28K | $393.75 | 1.25K |
| Q4 2020 | share | Increase | +1.21% | 15 shares | 54K | $370.23 | 1.25K |
| Q3 2020 | share | Decrease | -4.40% | -57 shares | 15K | $330.21 | 1.23K |
| Q2 2020 | share | Increase | +1.09% | 14 shares | 70K | $302.82 | 1.29K |
| Q1 2020 | share | Increase | 0.00% | 1.28K shares | 330K | $252 | 1.28K |