WT WEALTH MANAGEMENT – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$831,000
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
+0.63%
quarter
SPDR Bloomberg Investment Grade Floating Rate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.37% | 1.64K shares | 55K | $30.3 | 27.42K |
| Q2 2022 | share | Increase | +2.14% | 539 shares | 6K | $30.11 | 25.77K |
| Q1 2022 | share | Increase | +23.71% | 4.83K shares | 146K | $30.49 | 25.23K |
| Q4 2021 | share | Decrease | -19.26% | -4.86K shares | -151K | $30.59 | 20.40K |
| Q3 2021 | share | Decrease | -5.33% | -1.42K shares | -43K | $30.63 | 25.26K |
| Q2 2021 | share | Increase | +4.26% | 1.09K shares | 34K | $30.6 | 26.69K |
| Q1 2021 | share | Decrease | -65.91% | -49.50K shares | -1.51M | $30.55 | 25.60K |
| Q4 2020 | share | Decrease | -2.96% | -2.29K shares | -69K | $30.48 | 75.10K |
| Q3 2020 | share | Increase | 0.00% | 77.39K shares | 2.36M | $30.41 | 77.39K |