9258 WEALTH MANAGEMENT, LLC – Health Care Select Sector SPDR Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$2.03M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.56%
quarter
Health Care Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.10% | 506 shares | -56K | $121.11 | 16.83K |
| Q2 2022 | share | Increase | +17.73% | 2.45K shares | 194K | $128.24 | 16.32K |
| Q1 2022 | share | Increase | +15.74% | 1.88K shares | 212K | $136.99 | 13.86K |
| Q4 2021 | share | Increase | +7.02% | 786 shares | 263K | $141.49 | 11.98K |
| Q3 2021 | share | Decrease | -4.48% | -525 shares | -51K | $127.3 | 11.19K |
| Q2 2021 | share | Increase | +15.87% | 1.60K shares | 295K | $125.5 | 11.72K |
| Q1 2021 | share | Increase | +4.17% | 405 shares | 79K | $115.88 | 10.11K |
| Q4 2020 | share | Decrease | -10.70% | -1.16K shares | -3K | $112.22 | 9.71K |
| Q3 2020 | share | Decrease | -4.38% | -498 shares | -33K | $103.91 | 10.87K |
| Q2 2020 | share | Decrease | -12.95% | -1.69K shares | -189K | $98.18 | 11.37K |
| Q1 2020 | share | Increase | +4.57% | 571 shares | 55K | $86.54 | 13.06K |
| Q4 2019 | share | Increase | +5.10% | 606 shares | 201K | $99.01 | 12.49K |
| Q3 2019 | share | Decrease | -3.68% | -454 shares | -72K | $86.68 | 11.88K |
| Q2 2019 | share | Increase | +0.78% | 95 shares | 20K | $88.73 | 12.34K |
| Q1 2019 | share | Decrease | -4.45% | -570 shares | 14K | $87.51 | 12.24K |
| Q4 2018 | share | Increase | 0.00% | 12.81K shares | 1.10M | $82.2 | 12.81K |