9258 WEALTH MANAGEMENT, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$905,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $401.66 | 2.25K | |
| Q2 2022 | share | Decrease | -4.25% | -100 shares | -223K | $413.49 | 2.25K |
| Q1 2022 | share | Decrease | -17.14% | -487 shares | -316K | $490.45 | 2.35K |
| Q4 2021 | share | Increase | +1.68% | 47 shares | 127K | $517.09 | 2.84K |
| Q3 2021 | share | 0.00% | 0 shares | -28K | $480.88 | 2.79K | |
| Q2 2021 | share | Increase | +31.54% | 670 shares | 361K | $489.69 | 2.79K |
| Q1 2021 | share | Increase | +10.97% | 210 shares | 207K | $473.49 | 2.12K |
| Q4 2020 | share | Increase | +29.41% | 435 shares | 292K | $416.91 | 1.91K |
| Q3 2020 | share | Decrease | -1.86% | -28 shares | 23K | $335.23 | 1.47K |
| Q2 2020 | share | Increase | +25.27% | 304 shares | 135K | $320.07 | 1.50K |
| Q1 2020 | share | Increase | +20.30% | 203 shares | -21K | $258.41 | 1.20K |
| Q4 2019 | share | Increase | 0.00% | 1K shares | 375K | $367.22 | 1K |