DOUGHERTY WEALTH ADVISERS LLC – Financial Select Sector SPDR Fund Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$24,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $30.36 | 800 | |
| Q2 2022 | share | 0.00% | 0 shares | -6K | $31.45 | 800 | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $38.32 | 800 | |
| Q4 2021 | share | Decrease | -8.05% | -70 shares | -2K | $39.12 | 800 |
| Q3 2021 | share | Increase | +8.75% | 70 shares | 4K | $37.53 | 870 |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $36.53 | 800 | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $33.77 | 800 | |
| Q4 2020 | share | 0.00% | 0 shares | 5K | $29.11 | 800 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $23.64 | 800 | |
| Q2 2020 | share | 0.00% | 0 shares | 2K | $22.6 | 800 | |
| Q1 2020 | share | 0.00% | 0 shares | -8K | $20.2 | 800 | |
| Q4 2019 | share | 0.00% | 0 shares | 3K | $29.6 | 800 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $26.79 | 800 | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $26.27 | 800 | |
| Q1 2019 | share | 0.00% | 0 shares | 0 | $24.35 | 800 | |
| Q4 2018 | share | Increase | 0.00% | 800 shares | 21K | $22.45 | 800 |