9258 WEALTH MANAGEMENT, LLC – Energy Select Sector SPDR Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$537,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.00% | -2.61K shares | -183K | $72.02 | 7.45K |
| Q2 2022 | share | Decrease | -1.31% | -134 shares | -60K | $71.51 | 10.07K |
| Q1 2022 | share | Decrease | -7.64% | -844 shares | 167K | $76.44 | 10.20K |
| Q4 2021 | share | Increase | +40.57% | 3.18K shares | 204K | $55.36 | 11.04K |
| Q3 2021 | share | Decrease | -22.03% | -2.22K shares | -134K | $52.09 | 7.86K |
| Q2 2021 | share | Increase | +18.61% | 1.58K shares | 126K | $53.2 | 10.08K |
| Q1 2021 | share | Increase | +13.85% | 1.03K shares | 134K | $47.98 | 8.49K |
| Q4 2020 | share | Increase | 0.00% | 7.46K shares | 283K | $36.67 | 7.46K |