HILLCREST WEALTH ADVISORS - NY, LLC – Financial Select Sector SPDR Fund Transaction History
HILLCREST WEALTH ADVISORS - NY, LLC portfolio value:
$1.94M
portfolio value
HILLCREST WEALTH ADVISORS - NY, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.49% | 2.16K shares | -2K | $30.36 | 64.03K |
| Q2 2022 | share | Increase | +174.09% | 39.3K shares | 1.08M | $31.45 | 61.87K |
| Q1 2022 | share | Decrease | -17.98% | -4.95K shares | -210K | $38.32 | 22.57K |
| Q4 2021 | share | Increase | +99.46% | 13.72K shares | 557K | $39.12 | 27.52K |
| Q3 2021 | share | Decrease | -21.37% | -3.75K shares | -126K | $37.53 | 13.8K |
| Q2 2021 | share | Increase | +30.00% | 4.05K shares | 184K | $36.53 | 17.55K |
| Q1 2021 | share | 0.00% | 0 shares | 62K | $33.77 | 13.5K | |
| Q4 2020 | share | Decrease | -62.78% | -22.77K shares | -475K | $29.11 | 13.5K |
| Q3 2020 | share | Increase | +5.76% | 1.97K shares | 79K | $23.64 | 36.27K |
| Q2 2020 | share | Decrease | -19.06% | -8.07K shares | -88K | $22.6 | 34.3K |
| Q1 2020 | share | Increase | +154.50% | 25.72K shares | 370K | $20.2 | 42.37K |
| Q4 2019 | share | Decrease | -51.17% | -17.45K shares | -443K | $29.6 | 16.65K |
| Q3 2019 | share | Decrease | -46.21% | -29.3K shares | -795K | $26.79 | 34.1K |
| Q2 2019 | share | Decrease | -27.06% | -23.52K shares | -485K | $26.27 | 63.4K |
| Q1 2019 | share | Increase | +4.63% | 3.85K shares | 256K | $24.35 | 86.92K |
| Q4 2018 | share | Increase | 0.00% | 83.07K shares | 1.97M | $22.45 | 83.07K |