PRW WEALTH MANAGEMENT LLC – Financial Select Sector SPDR Fund Transaction History
PRW WEALTH MANAGEMENT LLC portfolio value:
$320,000
portfolio value
PRW WEALTH MANAGEMENT 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 | Increase | +22.35% | 1.92K shares | 50K | $30.36 | 10.53K |
| Q2 2022 | share | Decrease | -28.15% | -3.37K shares | -189K | $31.45 | 8.61K |
| Q1 2022 | share | Increase | +41.99% | 3.54K shares | 129K | $38.32 | 11.98K |
| Q4 2021 | share | Decrease | -6.64% | -600 shares | -10K | $39.12 | 8.44K |
| Q3 2021 | share | Increase | +62.30% | 3.47K shares | 136K | $37.53 | 9.04K |
| Q2 2021 | share | Increase | 0.00% | 5.57K shares | 204K | $36.53 | 5.57K |
| Q2 2019 | share | Decrease | -100.00% | -50 shares | -1K | $26.27 | 0 |
| Q1 2019 | share | 0.00% | 0 shares | 0 | $24.35 | 50 | |
| Q4 2018 | share | Increase | 0.00% | 50 shares | 1K | $22.45 | 50 |