9258 WEALTH MANAGEMENT, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$370,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -26K | $287.3 | 1.28K | |
| Q2 2022 | share | Decrease | -2.57% | -34 shares | -63K | $307.82 | 1.28K |
| Q1 2022 | share | Increase | +11.56% | 137 shares | 28K | $346.83 | 1.32K |
| Q4 2021 | share | 0.00% | 0 shares | 30K | $364.07 | 1.18K | |
| Q3 2021 | share | Increase | +4.50% | 51 shares | 10K | $337.51 | 1.18K |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $342.63 | 1.13K | |
| Q1 2021 | share | 0.00% | 0 shares | 27K | $326.69 | 1.13K | |
| Q4 2020 | share | 0.00% | 0 shares | 46K | $301.24 | 1.13K | |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $272.12 | 1.13K | |
| Q2 2020 | share | 0.00% | 0 shares | 18K | $251.52 | 1.13K | |
| Q1 2020 | share | Decrease | -7.35% | -90 shares | -75K | $212.68 | 1.13K |
| Q4 2019 | share | Increase | 0.00% | 1.22K shares | 349K | $274.83 | 1.22K |