9258 WEALTH MANAGEMENT, LLC – Communication Services Select Sector SPDR Fund Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$709,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.76%
quarter
Communication Services Select Sector SPDR Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -26.65% | -5.37K shares | -386K | $47.89 | 14.80K |
Q2 2022 | share | Increase | +45.10% | 6.27K shares | 138K | $54.27 | 20.18K |
Q1 2022 | share | Decrease | -4.72% | -689 shares | -177K | $68.78 | 13.91K |
Q4 2021 | share | Increase | +19.41% | 2.37K shares | 155K | $78.77 | 14.59K |
Q3 2021 | share | Decrease | -3.22% | -407 shares | -44K | $80.11 | 12.22K |
Q2 2021 | share | Increase | +15.71% | 1.71K shares | 222K | $80.83 | 12.63K |
Q1 2021 | share | Increase | +11.67% | 1.14K shares | 141K | $73.06 | 10.91K |
Q4 2020 | share | 0.00% | 0 shares | 81K | $67.13 | 9.77K | |
Q3 2020 | share | Decrease | -10.23% | -1.11K shares | -10K | $58.99 | 9.77K |
Q2 2020 | share | Decrease | -2.81% | -315 shares | 39K | $53.56 | 10.89K |
Q1 2020 | share | Increase | +3.07% | 334 shares | -33K | $43.76 | 11.20K |
Q4 2019 | share | Increase | +4.25% | 443 shares | 67K | $52.89 | 10.87K |
Q3 2019 | share | Decrease | -5.34% | -588 shares | -26K | $48.73 | 10.42K |
Q2 2019 | share | Increase | +26.20% | 2.28K shares | 134K | $48.33 | 11.01K |
Q1 2019 | share | Increase | +42.02% | 2.58K shares | 154K | $45.81 | 8.73K |
Q4 2018 | share | Increase | 0.00% | 6.14K shares | 254K | $40.36 | 6.14K |