SUMMIT WEALTH & RETIREMENT PLANNING, INC. – SPDR S&P 500 ETF Trust Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$4.15M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +59.49% | 4.33K shares | 1.40M | $357.18 | 11.63K |
| Q2 2022 | share | Increase | +29.82% | 1.67K shares | 214K | $377.25 | 7.29K |
| Q1 2022 | share | Increase | +353.72% | 4.37K shares | 1.94M | $451.64 | 5.61K |
| Q4 2021 | share | Decrease | -55.00% | -1.51K shares | -593K | $476.16 | 1.23K |
| Q3 2021 | share | Increase | 0.00% | 2.75K shares | 1.18M | $429.14 | 2.75K |
| Q3 2020 | share | Decrease | -100.00% | -924 shares | -285K | $330.21 | 0 |
| Q2 2020 | share | Decrease | -11.58% | -121 shares | 16K | $302.82 | 924 |
| Q1 2020 | share | Decrease | -25.94% | -366 shares | -185K | $252 | 1.04K |
| Q4 2019 | share | Decrease | -13.81% | -226 shares | -32K | $312.76 | 1.41K |
| Q3 2019 | share | Decrease | -24.39% | -528 shares | -148K | $286.98 | 1.63K |
| Q2 2019 | share | 0.00% | 0 shares | 20K | $282.02 | 2.16K | |
| Q1 2019 | share | Increase | +12.41% | 239 shares | 133K | $270.58 | 2.16K |
| Q4 2018 | share | Increase | 0.00% | 1.92K shares | 481K | $238.35 | 1.92K |