SOUND VIEW WEALTH ADVISORS GROUP, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$4.33M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.54% | -394 shares | -431K | $287.3 | 15.09K |
| Q2 2022 | share | Increase | +6.78% | 983 shares | -263K | $307.82 | 15.48K |
| Q1 2022 | share | Increase | +1.00% | 143 shares | -187K | $346.83 | 14.50K |
| Q4 2021 | share | Increase | +4.57% | 628 shares | 572K | $364.07 | 14.36K |
| Q3 2021 | share | Increase | +2.58% | 345 shares | 27K | $337.51 | 13.73K |
| Q2 2021 | share | Increase | +10.28% | 1.24K shares | 610K | $342.63 | 13.38K |
| Q1 2021 | share | Increase | +9.14% | 1.01K shares | 607K | $326.69 | 12.14K |
| Q4 2020 | share | Decrease | -0.03% | -3 shares | 314K | $301.24 | 11.12K |
| Q3 2020 | share | Decrease | -3.35% | -386 shares | 119K | $272.12 | 11.12K |
| Q2 2020 | share | Decrease | -20.65% | -2.99K shares | -212K | $251.52 | 11.51K |
| Q1 2020 | share | Decrease | -1.16% | -171 shares | -1.00M | $212.68 | 14.50K |
| Q4 2019 | share | Increase | +2.39% | 342 shares | 325K | $274.83 | 14.68K |
| Q3 2019 | share | Increase | +5.36% | 729 shares | 242K | $258.05 | 14.33K |
| Q2 2019 | share | Increase | 0.00% | 13.60K shares | 3.61M | $254.04 | 13.60K |