GENEOS WEALTH MANAGEMENT INC. – SPDR Portfolio TIPS ETF Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$1.60M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-7.85%
quarter
SPDR Portfolio TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.77% | 8.63K shares | 87K | $25.36 | 63.40K |
| Q2 2022 | share | Increase | +25.92% | 11.27K shares | 205K | $27.52 | 54.77K |
| Q1 2022 | share | Increase | +37.07% | 11.76K shares | 317K | $30.26 | 43.49K |
| Q4 2021 | share | Increase | +58.93% | 11.76K shares | 379K | $31.51 | 31.73K |
| Q3 2021 | share | Increase | +21.96% | 3.59K shares | 111K | $30.91 | 19.96K |
| Q2 2021 | share | Decrease | -41.22% | -11.48K shares | -351K | $30.34 | 16.37K |
| Q1 2021 | share | Increase | +2.09% | 570 shares | 515K | $29.37 | 27.85K |
| Q4 2020 | share | Increase | +483.64% | 22.61K shares | 201K | $29.95 | 27.28K |
| Q3 2020 | share | Increase | +60.38% | 1.76K shares | 57K | $29.41 | 4.67K |
| Q2 2020 | share | Increase | +101.73% | 1.47K shares | 45K | $28.58 | 2.91K |
| Q1 2020 | share | Increase | +99.31% | 720 shares | 22K | $27.35 | 1.44K |
| Q4 2019 | share | Increase | 0.00% | 725 shares | 20K | $26.89 | 725 |