BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$3.65M
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.29% | 457 shares | 81K | $401.66 | 9.10K |
| Q2 2022 | share | Increase | +41.83% | 2.55K shares | 585K | $413.49 | 8.64K |
| Q1 2022 | share | Decrease | -6.46% | -421 shares | -384K | $490.45 | 6.09K |
| Q4 2021 | share | Increase | +1.37% | 88 shares | 282K | $517.09 | 6.51K |
| Q3 2021 | share | Increase | +2.08% | 131 shares | 0 | $480.88 | 6.42K |
| Q2 2021 | share | Increase | +2.42% | 149 shares | 165K | $489.69 | 6.29K |
| Q1 2021 | share | Increase | +2.69% | 161 shares | 413K | $473.49 | 6.14K |
| Q4 2020 | share | Increase | +0.27% | 16 shares | 491K | $416.91 | 5.98K |
| Q3 2020 | share | Decrease | -0.83% | -50 shares | 69K | $335.23 | 5.97K |
| Q2 2020 | share | Decrease | -5.63% | -359 shares | 277K | $320.07 | 6.02K |
| Q1 2020 | share | Decrease | -1.91% | -124 shares | -765K | $258.41 | 6.38K |
| Q4 2019 | share | Decrease | -0.61% | -40 shares | 135K | $367.22 | 6.50K |
| Q3 2019 | share | Decrease | -3.54% | -240 shares | -99K | $343.48 | 6.54K |
| Q2 2019 | share | Decrease | -8.46% | -627 shares | -154K | $344.21 | 6.78K |
| Q1 2019 | share | Decrease | -4.78% | -372 shares | 204K | $334.01 | 7.41K |
| Q4 2018 | share | Increase | 0.00% | 7.78K shares | 2.35M | $291.94 | 7.78K |