LIBERTY WEALTH MANAGEMENT LLC – Technology Select Sector SPDR Fund Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$295,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.56%
quarter
Technology Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.26% | 329 shares | 21K | $118.78 | 2.48K |
| Q2 2022 | share | Increase | +0.09% | 2 shares | -68K | $127.12 | 2.15K |
| Q1 2022 | share | Decrease | -6.02% | -138 shares | -56K | $158.93 | 2.15K |
| Q4 2021 | share | Decrease | -5.91% | -144 shares | 34K | $174.72 | 2.29K |
| Q3 2021 | share | Increase | +82.88% | 1.10K shares | 167K | $149.32 | 2.43K |
| Q2 2021 | share | Increase | +81.22% | 597 shares | 100K | $147.4 | 1.33K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $132.33 | 735 | |
| Q4 2020 | share | Increase | +5.76% | 40 shares | 16K | $129.29 | 735 |
| Q3 2020 | share | Increase | +2.36% | 16 shares | 10K | $115.77 | 695 |
| Q2 2020 | share | Increase | +6.93% | 44 shares | 20K | $103.43 | 679 |
| Q1 2020 | share | Increase | +36.85% | 171 shares | 8K | $79.34 | 635 |
| Q4 2019 | share | Increase | +0.22% | 1 shares | 6K | $90.02 | 464 |
| Q3 2019 | share | Decrease | -4.93% | -24 shares | -1K | $78.83 | 463 |
| Q2 2019 | share | Increase | +0.21% | 1 shares | 2K | $76.15 | 487 |
| Q1 2019 | share | Decrease | -3.95% | -20 shares | 5K | $71.95 | 486 |
| Q4 2018 | share | Increase | 0.00% | 506 shares | 31K | $60.07 | 506 |