SOUND VIEW WEALTH ADVISORS GROUP, LLC – Utilities Select Sector SPDR Fund Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$878,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.93% | 506 shares | -26K | $65.51 | 13.39K |
| Q2 2022 | share | Increase | +20.60% | 2.20K shares | 108K | $70.13 | 12.89K |
| Q1 2022 | share | Increase | +24.74% | 2.12K shares | 183K | $74.46 | 10.68K |
| Q4 2021 | share | Increase | +12.66% | 963 shares | 127K | $71.33 | 8.56K |
| Q3 2021 | share | Increase | +27.81% | 1.65K shares | 110K | $63.88 | 7.60K |
| Q2 2021 | share | Increase | 0.00% | 5.95K shares | 376K | $62.75 | 5.95K |