BERNARDO WEALTH PLANNING LLC – Financial Select Sector SPDR Fund Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$3.05M
portfolio value
BERNARDO WEALTH PLANNING 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 | +11.25% | 9.59K shares | 372K | $30.36 | 94.82K |
| Q2 2022 | share | Increase | 0.00% | 85.23K shares | 2.68M | $31.45 | 85.23K |
| Q1 2021 | share | Decrease | -100.00% | -76.25K shares | -2.24M | $33.77 | 0 |
| Q4 2020 | share | Increase | +5.51% | 3.97K shares | 508K | $29.11 | 76.25K |
| Q3 2020 | share | Increase | +13.22% | 8.44K shares | 262K | $23.64 | 72.27K |
| Q2 2020 | share | Increase | +9.66% | 5.62K shares | 266K | $22.6 | 63.83K |
| Q1 2020 | share | Increase | +9.73% | 5.16K shares | -421K | $20.2 | 58.20K |
| Q4 2019 | share | Decrease | -1.34% | -718 shares | 127K | $29.6 | 53.04K |
| Q3 2019 | share | Decrease | -3.94% | -2.20K shares | -40K | $26.79 | 53.76K |
| Q2 2019 | share | Increase | +2.22% | 1.21K shares | 137K | $26.27 | 55.97K |
| Q1 2019 | share | Increase | +15.34% | 7.28K shares | 277K | $24.35 | 54.75K |
| Q4 2018 | share | Increase | 0.00% | 47.47K shares | 1.13M | $22.45 | 47.47K |