OUTLOOK WEALTH ADVISORS, LLC – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
OUTLOOK WEALTH ADVISORS, LLC portfolio value:
$3.99M
portfolio value
OUTLOOK WEALTH ADVISORS, LLC quarter portfolio value change:
+0.63%
quarter
SPDR Bloomberg Investment Grade Floating Rate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +35.05% | 34.21K shares | 1.05M | $30.3 | 131.85K |
| Q2 2022 | share | Increase | +67.28% | 39.26K shares | 1.16M | $30.11 | 97.63K |
| Q1 2022 | share | Increase | 0.00% | 58.17K shares | 1.77M | $30.49 | 58.17K |
| Q1 2021 | share | Decrease | -100.00% | -45.84K shares | -1.40M | $30.55 | 0 |
| Q4 2020 | share | Decrease | -2.07% | -967 shares | -29K | $30.48 | 45.84K |
| Q3 2020 | share | Decrease | -15.50% | -8.58K shares | -258K | $30.41 | 46.81K |
| Q2 2020 | share | Increase | +52.93% | 19.17K shares | 624K | $30.24 | 55.4K |
| Q1 2020 | share | Increase | 0.00% | 36.22K shares | 1.06M | $29.04 | 36.22K |