CAROLINA WEALTH ADVISORS, LLC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$30,000
portfolio value
CAROLINA WEALTH ADVISORS, LLC quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $38.56 | 770 | |
| Q2 2022 | share | Increase | +35.09% | 200 shares | 4K | $39.69 | 770 |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $47.16 | 570 | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $49.69 | 570 | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $46.16 | 570 | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $46.98 | 570 | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $45.38 | 570 | |
| Q4 2020 | share | 0.00% | 0 shares | 4K | $39.95 | 570 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $32.14 | 570 | |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $30.69 | 570 | |
| Q1 2020 | share | Decrease | -37.36% | -340 shares | -19K | $24.77 | 570 |
| Q4 2019 | share | Increase | 0.00% | 910 shares | 33K | $35.21 | 910 |