SELECTIVE WEALTH MANAGEMENT, INC. – SPDR S&P 500 ETF Trust Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$1.91M
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | Decrease | -5.63% | -320 shares | -228K | $357.18 | 5.36K |
| Q2 2022 | share | Increase | +63.15% | 2.2K shares | 571K | $377.25 | 5.68K |
| Q1 2022 | share | Increase | +89.55% | 1.64K shares | 700K | $451.64 | 3.48K |
| Q4 2021 | share | Increase | +437.43% | 1.49K shares | 726K | $476.16 | 1.83K |
| Q3 2021 | share | Increase | +175.81% | 218 shares | 94K | $429.14 | 342 |
| Q2 2021 | share | 0.00% | 0 shares | 4K | $426.68 | 124 | |
| Q1 2021 | share | Decrease | -37.37% | -74 shares | -25K | $393.75 | 124 |
| Q4 2020 | share | Increase | +382.93% | 157 shares | 60K | $370.23 | 198 |
| Q3 2020 | share | Increase | 0.00% | 41 shares | 14K | $330.21 | 41 |