TOTAL WEALTH PLANNING, LLC – SPDR S&P 400 Mid Cap Growth ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$4.05M
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-1.00%
quarter
SPDR S&P 400 Mid Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.54% | -368 shares | -63K | $60.35 | 67.17K |
| Q2 2022 | share | Increase | +9.15% | 5.66K shares | -475K | $60.96 | 67.54K |
| Q1 2022 | share | Decrease | -29.33% | -25.68K shares | -10K | $74.21 | 61.88K |
| Q4 2021 | share | Increase | +43.19% | 26.41K shares | -24K | $81.59 | 87.56K |
| Q3 2021 | share | Decrease | -0.73% | -452 shares | -150K | $75.65 | 61.15K |
| Q2 2021 | share | Decrease | -1.79% | -1.12K shares | 64K | $77.16 | 61.60K |
| Q1 2021 | share | Decrease | -6.44% | -4.31K shares | 63K | $74.65 | 62.73K |
| Q4 2020 | share | Decrease | -8.32% | -6.08K shares | 452K | $68.82 | 67.05K |
| Q3 2020 | share | Decrease | -11.12% | -9.15K shares | -229K | $56.81 | 73.13K |
| Q2 2020 | share | Decrease | -2.23% | -1.87K shares | 822K | $53.19 | 82.28K |
| Q1 2020 | share | Decrease | -13.23% | -12.83K shares | -1.93M | $42.24 | 84.15K |
| Q4 2019 | share | Increase | +1.99% | 1.89K shares | 428K | $56.14 | 96.99K |
| Q3 2019 | share | Increase | +6.87% | 6.11K shares | 279K | $52.64 | 95.09K |
| Q2 2019 | share | Increase | +1.61% | 1.41K shares | 228K | $53.02 | 88.98K |
| Q1 2019 | share | Increase | +6.20% | 5.10K shares | 821K | $51.16 | 87.56K |
| Q4 2018 | share | Increase | 0.00% | 82.45K shares | 3.78M | $44.52 | 82.45K |