MERIDIAN WEALTH PARTNERS, LLC – SPDR S&P 500 ETF Trust Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$348,000
portfolio value
MERIDIAN WEALTH PARTNERS, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.85% | 27 shares | -9K | $357.18 | 974 |
| Q2 2022 | share | Decrease | -4.05% | -40 shares | -89K | $377.25 | 947 |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $451.64 | 987 | |
| Q4 2021 | share | 0.00% | 0 shares | 45K | $476.16 | 987 | |
| Q3 2021 | share | Increase | +7.63% | 70 shares | 31K | $429.14 | 987 |
| Q2 2021 | share | Increase | +2.46% | 22 shares | 38K | $426.68 | 917 |
| Q1 2021 | share | Decrease | -3.24% | -30 shares | 9K | $393.75 | 895 |
| Q4 2020 | share | Increase | +0.87% | 8 shares | 39K | $370.23 | 925 |
| Q3 2020 | share | 0.00% | 0 shares | 24K | $330.21 | 917 | |
| Q2 2020 | share | Decrease | -43.33% | -701 shares | -134K | $302.82 | 917 |
| Q1 2020 | share | Increase | +83.86% | 738 shares | 134K | $252 | 1.61K |
| Q4 2019 | share | Increase | 0.00% | 880 shares | 283K | $312.76 | 880 |