GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – SPDR S&P 500 ETF Trust Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$808,000
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, 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 | +192.50% | 1.48K shares | 516K | $357.18 | 2.26K |
| Q2 2022 | share | 0.00% | 0 shares | -57K | $377.25 | 773 | |
| Q1 2022 | share | Decrease | -11.76% | -103 shares | -67K | $451.64 | 773 |
| Q4 2021 | share | 0.00% | 0 shares | 40K | $476.16 | 876 | |
| Q3 2021 | share | Increase | +20.83% | 151 shares | 66K | $429.14 | 876 |
| Q2 2021 | share | Decrease | -0.41% | -3 shares | 21K | $426.68 | 725 |
| Q1 2021 | share | Increase | +127.50% | 408 shares | 169K | $393.75 | 728 |
| Q4 2020 | share | Increase | +109.15% | 167 shares | 69K | $370.23 | 320 |
| Q3 2020 | share | Decrease | -94.05% | -2.41K shares | -742K | $330.21 | 153 |
| Q2 2020 | share | Decrease | -11.16% | -323 shares | 47K | $302.82 | 2.57K |
| Q1 2020 | share | Increase | +24.96% | 578 shares | 1K | $252 | 2.89K |
| Q4 2019 | share | Increase | +3.53% | 79 shares | 81K | $312.76 | 2.31K |
| Q3 2019 | share | Decrease | -21.45% | -611 shares | -170K | $286.98 | 2.23K |
| Q2 2019 | share | Decrease | -14.11% | -468 shares | -103K | $282.02 | 2.84K |
| Q1 2019 | share | Decrease | -24.69% | -1.08K shares | -163K | $270.58 | 3.31K |
| Q4 2018 | share | Increase | 0.00% | 4.40K shares | 1.1M | $238.35 | 4.40K |