SOUND VIEW WEALTH ADVISORS GROUP, LLC – SPDR S&P 500 ETF Trust Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$2.16M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | +6.66% | 379 shares | 21K | $357.18 | 6.06K |
| Q2 2022 | share | Increase | +5.59% | 301 shares | -287K | $377.25 | 5.69K |
| Q1 2022 | share | Increase | +13.21% | 629 shares | 173K | $451.64 | 5.38K |
| Q4 2021 | share | Increase | +0.91% | 43 shares | 237K | $476.16 | 4.76K |
| Q3 2021 | share | Increase | +197.60% | 3.13K shares | 1.34M | $429.14 | 4.71K |
| Q2 2021 | share | Increase | +10.92% | 156 shares | 113K | $426.68 | 1.58K |
| Q1 2021 | share | Increase | +9.33% | 122 shares | 77K | $393.75 | 1.42K |
| Q4 2020 | share | Increase | +6.17% | 76 shares | 77K | $370.23 | 1.30K |
| Q3 2020 | share | Increase | +2.07% | 25 shares | 40K | $330.21 | 1.23K |
| Q2 2020 | share | Increase | +7.10% | 80 shares | 82K | $302.82 | 1.20K |
| Q1 2020 | share | Decrease | -9.78% | -122 shares | -112K | $252 | 1.12K |
| Q4 2019 | share | Increase | +8.71% | 100 shares | 61K | $312.76 | 1.24K |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $286.98 | 1.14K | |
| Q2 2019 | share | Increase | 0.00% | 1.14K shares | 336K | $282.02 | 1.14K |