BERNARDO WEALTH PLANNING LLC – SPDR S&P 500 ETF Trust Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$272,000
portfolio value
BERNARDO 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 | +2.82% | 20 shares | 5K | $357.18 | 728 |
| Q2 2022 | share | Increase | 0.00% | 708 shares | 267K | $377.25 | 708 |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $451.64 | 427 | |
| Q4 2021 | share | Increase | 0.00% | 427 shares | 202K | $476.16 | 427 |
| Q1 2021 | share | Decrease | -100.00% | -778 shares | -290K | $393.75 | 0 |
| Q4 2020 | share | Decrease | -5.24% | -43 shares | 16K | $370.23 | 778 |
| Q3 2020 | share | Decrease | -2.15% | -18 shares | 16K | $330.21 | 821 |
| Q2 2020 | share | Decrease | -72.24% | -2.18K shares | -520K | $302.82 | 839 |
| Q1 2020 | share | Decrease | -49.22% | -2.92K shares | -1.13M | $252 | 3.02K |
| Q4 2019 | share | Increase | +746.51% | 5.24K shares | 1.70M | $312.76 | 5.95K |
| Q3 2019 | share | Increase | 0.00% | 703 shares | 208K | $286.98 | 703 |