BCS WEALTH MANAGEMENT – SPDR S&P 500 ETF Trust Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$1.33M
portfolio value
BCS WEALTH MANAGEMENT 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 | +2.89% | 105 shares | -36K | $357.18 | 3.73K |
| Q2 2022 | share | Increase | +1.23% | 44 shares | -250K | $377.25 | 3.62K |
| Q1 2022 | share | Increase | +3.61% | 125 shares | -24K | $451.64 | 3.58K |
| Q4 2021 | share | Increase | +0.41% | 14 shares | 165K | $476.16 | 3.45K |
| Q3 2021 | share | Increase | +8.68% | 275 shares | 121K | $429.14 | 3.44K |
| Q2 2021 | share | Decrease | -3.56% | -117 shares | 54K | $426.68 | 3.17K |
| Q1 2021 | share | Increase | +1.70% | 55 shares | 95K | $393.75 | 3.28K |
| Q4 2020 | share | 0.00% | 0 shares | 126K | $370.23 | 3.23K | |
| Q3 2020 | share | Increase | +4.49% | 139 shares | 128K | $330.21 | 3.23K |
| Q2 2020 | share | 0.00% | 0 shares | 157K | $302.82 | 3.09K | |
| Q1 2020 | share | Increase | +16.37% | 435 shares | -58K | $252 | 3.09K |
| Q4 2019 | share | Increase | 0.00% | 2.65K shares | 855K | $312.76 | 2.65K |