LIBERTY WEALTH MANAGEMENT LLC – SPDR Portfolio S&P 500 ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$297,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +33.26% | 1.76K shares | 62K | $41.99 | 7.07K |
| Q2 2022 | share | Increase | +0.44% | 23 shares | -45K | $44.34 | 5.30K |
| Q1 2022 | share | Increase | +0.32% | 17 shares | -14K | $53.13 | 5.28K |
| Q4 2021 | share | Increase | +0.36% | 19 shares | 29K | $56 | 5.26K |
| Q3 2021 | share | Increase | +0.29% | 15 shares | 2K | $50.46 | 5.25K |
| Q2 2021 | share | Increase | +291.26% | 3.89K shares | 204K | $50.18 | 5.23K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $46.31 | 1.33K | |
| Q4 2020 | share | Increase | +118.99% | 727 shares | 35K | $43.52 | 1.33K |
| Q3 2020 | share | Increase | 0.00% | 611 shares | 24K | $38.79 | 611 |
| Q3 2019 | share | Decrease | -100.00% | -886 shares | -31K | $33.67 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $33.21 | 886 | |
| Q1 2019 | share | 0.00% | 0 shares | 4K | $31.79 | 886 | |
| Q4 2018 | share | Increase | 0.00% | 886 shares | 25K | $27.82 | 886 |