BCS WEALTH MANAGEMENT – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$772,000
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
+0.63%
quarter
SPDR Bloomberg Investment Grade Floating Rate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.33% | 2.38K shares | 77K | $30.3 | 25.46K |
| Q2 2022 | share | Increase | +2.50% | 564 shares | 8K | $30.11 | 23.08K |
| Q1 2022 | share | Increase | +18.53% | 3.52K shares | 106K | $30.49 | 22.51K |
| Q4 2021 | share | Increase | +43.62% | 5.77K shares | 175K | $30.59 | 18.99K |
| Q3 2021 | share | Decrease | -5.74% | -806 shares | -24K | $30.63 | 13.22K |
| Q2 2021 | share | Increase | +18.83% | 2.22K shares | 68K | $30.6 | 14.03K |
| Q1 2021 | share | Increase | +0.06% | 7 shares | 1K | $30.55 | 11.80K |
| Q4 2020 | share | Decrease | -27.61% | -4.50K shares | -138K | $30.48 | 11.80K |
| Q3 2020 | share | Increase | +5.18% | 803 shares | 27K | $30.41 | 16.30K |
| Q2 2020 | share | Increase | +0.15% | 23 shares | 17K | $30.24 | 15.50K |
| Q1 2020 | share | Decrease | -4.94% | -804 shares | -45K | $29.04 | 15.47K |
| Q4 2019 | share | Increase | 0.00% | 16.28K shares | 500K | $30.25 | 16.28K |