PHYSICIAN WEALTH ADVISORS, INC. – SPDR S&P 500 ETF Trust Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$470,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. 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 | +2.38% | 29 shares | -30K | $357.18 | 1.24K |
| Q2 2022 | share | Increase | +4.01% | 47 shares | -2K | $377.25 | 1.21K |
| Q1 2022 | share | Increase | +11.31% | 119 shares | 12K | $451.64 | 1.17K |
| Q4 2021 | share | Decrease | -6.57% | -74 shares | -12K | $476.16 | 1.05K |
| Q3 2021 | share | Increase | +5.14% | 55 shares | 36K | $429.14 | 1.12K |
| Q2 2021 | share | 0.00% | 0 shares | 31K | $426.68 | 1.07K | |
| Q1 2021 | share | Decrease | -26.14% | -379 shares | -132K | $393.75 | 1.07K |
| Q4 2020 | share | Increase | +13.90% | 177 shares | 147K | $370.23 | 1.45K |
| Q3 2020 | share | Decrease | -23.91% | -400 shares | -141K | $330.21 | 1.27K |
| Q2 2020 | share | Decrease | -11.58% | -219 shares | 33K | $302.82 | 1.67K |
| Q1 2020 | share | Increase | +6.95% | 123 shares | -52K | $252 | 1.89K |
| Q4 2019 | share | Decrease | -19.66% | -433 shares | -110K | $312.76 | 1.76K |
| Q3 2019 | share | Increase | 0.00% | 2.20K shares | 690K | $286.98 | 2.20K |