LIBERTY WEALTH MANAGEMENT LLC – Financial Select Sector SPDR Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$245,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.05% | 672 shares | 12K | $30.36 | 8.10K |
| Q2 2022 | share | Decrease | -16.56% | -1.47K shares | -108K | $31.45 | 7.42K |
| Q1 2022 | share | Increase | +38.85% | 2.49K shares | 91K | $38.32 | 8.90K |
| Q4 2021 | share | Decrease | -6.02% | -411 shares | -6K | $39.12 | 6.41K |
| Q3 2021 | share | Increase | +76.40% | 2.95K shares | 114K | $37.53 | 6.82K |
| Q2 2021 | share | Increase | +35.24% | 1.00K shares | 59K | $36.53 | 3.86K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $33.77 | 2.86K | |
| Q4 2020 | share | Decrease | -25.89% | -999 shares | -10K | $29.11 | 2.86K |
| Q3 2020 | share | Decrease | -27.95% | -1.49K shares | -31K | $23.64 | 3.85K |
| Q2 2020 | share | Decrease | -6.05% | -345 shares | 5K | $22.6 | 5.35K |
| Q1 2020 | share | Decrease | -7.77% | -480 shares | -71K | $20.2 | 5.70K |
| Q4 2019 | share | 0.00% | 0 shares | 17K | $29.6 | 6.18K | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $26.79 | 6.18K | |
| Q2 2019 | share | Decrease | -99.26% | -826.91K shares | -21.24M | $26.27 | 6.18K |
| Q1 2019 | share | Increase | +0.60% | 4.94K shares | 1.69M | $24.35 | 833.09K |
| Q4 2018 | share | Increase | 0.00% | 828.14K shares | 19.72M | $22.45 | 828.14K |