SUMMIT WEALTH & RETIREMENT PLANNING, INC. – SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.59M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-6.73%
quarter
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.27% | -775 shares | -155K | $47.92 | 33.32K |
| Q2 2022 | share | Decrease | -6.45% | -2.35K shares | -258K | $51.38 | 34.1K |
| Q1 2022 | share | Increase | +0.66% | 239 shares | -166K | $55.15 | 36.45K |
| Q4 2021 | share | Decrease | -5.07% | -1.93K shares | -111K | $60.05 | 36.21K |
| Q3 2021 | share | Decrease | -8.80% | -3.68K shares | -257K | $59.48 | 38.14K |
| Q2 2021 | share | Decrease | -6.29% | -2.81K shares | -104K | $59.9 | 41.82K |
| Q1 2021 | share | Increase | +12.20% | 4.85K shares | 301K | $57.96 | 44.63K |
| Q4 2020 | share | Increase | +5.30% | 2.00K shares | 199K | $57.28 | 39.78K |
| Q3 2020 | share | Increase | +1.56% | 581 shares | 51K | $54.56 | 37.78K |
| Q2 2020 | share | Decrease | -2.15% | -818 shares | 17K | $53.6 | 37.19K |
| Q1 2020 | share | Increase | +6.97% | 2.47K shares | -17K | $51.52 | 38.01K |
| Q4 2019 | share | Increase | +68.86% | 14.49K shares | 847K | $55.22 | 35.54K |
| Q3 2019 | share | Increase | +1.70% | 351 shares | 40K | $54.87 | 21.04K |
| Q2 2019 | share | Decrease | -12.85% | -3.05K shares | -155K | $53.48 | 20.69K |
| Q1 2019 | share | Increase | +12.55% | 2.64K shares | 182K | $52.02 | 23.74K |
| Q4 2018 | share | Increase | 0.00% | 21.1K shares | 1.18M | $50.42 | 21.1K |