LIBERTY WEALTH MANAGEMENT LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$0
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -661 shares | -203K | $287.3 | 0 |
| Q2 2022 | share | Increase | +0.92% | 6 shares | -24K | $307.82 | 661 |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $346.83 | 655 | |
| Q4 2021 | share | Decrease | -24.28% | -210 shares | -55K | $364.07 | 655 |
| Q3 2021 | share | Decrease | -9.90% | -95 shares | 66K | $337.51 | 865 |
| Q2 2021 | share | Increase | +46.79% | 306 shares | 30K | $342.63 | 960 |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $326.69 | 654 | |
| Q4 2020 | share | Decrease | -5.08% | -35 shares | 6K | $301.24 | 654 |
| Q3 2020 | share | Decrease | -19.13% | -163 shares | -29K | $272.12 | 689 |
| Q2 2020 | share | Decrease | -8.97% | -84 shares | 15K | $251.52 | 852 |
| Q1 2020 | share | Decrease | -1.58% | -15 shares | -66K | $212.68 | 936 |
| Q4 2019 | share | Increase | +0.11% | 1 shares | 15K | $274.83 | 951 |
| Q3 2019 | share | Decrease | -34.75% | -506 shares | -131K | $258.05 | 950 |
| Q2 2019 | share | Increase | +85.48% | 671 shares | 184K | $254.04 | 1.45K |
| Q1 2019 | share | Decrease | -19.49% | -190 shares | -24K | $246.27 | 785 |
| Q4 2018 | share | Increase | 0.00% | 975 shares | 227K | $220.41 | 975 |