9258 WEALTH MANAGEMENT, LLC – Consumer Discretionary Select Sector SPDR Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$644,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.99% | -735 shares | -78K | $142.45 | 4.51K |
| Q2 2022 | share | Increase | +6.66% | 328 shares | -189K | $137.48 | 5.25K |
| Q1 2022 | share | Decrease | -21.17% | -1.32K shares | -367K | $185 | 4.92K |
| Q4 2021 | share | Increase | +2.49% | 152 shares | 184K | $204.93 | 6.24K |
| Q3 2021 | share | Increase | +1.87% | 112 shares | 25K | $179.45 | 6.09K |
| Q2 2021 | share | Increase | +23.27% | 1.13K shares | 253K | $178.28 | 5.98K |
| Q1 2021 | share | Increase | +3.67% | 172 shares | 63K | $167.57 | 4.85K |
| Q4 2020 | share | Increase | +43.47% | 1.41K shares | 286K | $160.05 | 4.68K |
| Q3 2020 | share | Decrease | -12.42% | -463 shares | -9K | $146.03 | 3.26K |
| Q2 2020 | share | Decrease | -9.69% | -400 shares | 4K | $126.62 | 3.72K |
| Q1 2020 | share | Increase | +12.94% | 473 shares | 14K | $97.02 | 4.12K |
| Q4 2019 | share | 0.00% | 0 shares | 17K | $123.46 | 3.65K | |
| Q3 2019 | share | Decrease | -4.35% | -166 shares | -14K | $118.42 | 3.65K |
| Q2 2019 | share | Increase | +4.14% | 152 shares | 37K | $116.56 | 3.82K |
| Q1 2019 | share | Decrease | -17.41% | -773 shares | -22K | $110.95 | 3.66K |
| Q4 2018 | share | Increase | 0.00% | 4.44K shares | 440K | $96.16 | 4.44K |