LIBERTY WEALTH MANAGEMENT LLC – SPDR S&P 600 Small Cap ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.93M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.48%
quarter
SPDR S&P 600 Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +70.85% | 10.58K shares | 736K | $75.69 | 25.51K |
| Q2 2022 | share | Decrease | -40.75% | -10.27K shares | -1.14M | $80.08 | 14.93K |
| Q1 2022 | share | Decrease | -8.51% | -2.34K shares | -391K | $93.61 | 25.20K |
| Q4 2021 | share | Increase | +12.90% | 3.14K shares | 423K | $99.48 | 27.54K |
| Q3 2021 | share | Increase | +13.65% | 2.93K shares | 213K | $94.74 | 24.4K |
| Q2 2021 | share | Increase | +129.21% | 12.10K shares | 1.29M | $97.46 | 21.47K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $93.45 | 9.36K | |
| Q4 2020 | share | Increase | 0.00% | 9.36K shares | 806K | $78.89 | 9.36K |