TOTAL WEALTH PLANNING, LLC – SPDR S&P 500 ETF Trust Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$704,000
portfolio value
TOTAL WEALTH PLANNING, LLC 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 | Increase | +10.11% | 181 shares | 28K | $357.18 | 1.97K |
| Q2 2022 | share | 0.00% | 0 shares | -133K | $377.25 | 1.79K | |
| Q1 2022 | share | Increase | 0.00% | 1.79K shares | 809K | $451.64 | 1.79K |