SELECTIVE WEALTH MANAGEMENT, INC. – SPDR Bloomberg Convertible Securities ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$114,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | -2K | $63.3 | 1.8K | |
| Q2 2022 | share | 0.00% | 0 shares | -23K | $64.56 | 1.8K | |
| Q1 2022 | share | Decrease | -9.55% | -190 shares | -26K | $76.95 | 1.8K |
| Q4 2021 | share | 0.00% | 0 shares | -5K | $83.02 | 1.99K | |
| Q3 2021 | share | Increase | +82.57% | 900 shares | 75K | $85.07 | 1.99K |
| Q2 2021 | share | Increase | 0.00% | 1.09K shares | 95K | $86.18 | 1.09K |
| Q1 2021 | share | Decrease | -100.00% | -800 shares | -66K | $82.57 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 11K | $81.86 | 800 | |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $67.1 | 800 | |
| Q2 2020 | share | Increase | 0.00% | 800 shares | 48K | $58.69 | 800 |