CALIBER WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
CALIBER WEALTH MANAGEMENT, LLC portfolio value:
$14.34M
portfolio value
CALIBER WEALTH MANAGEMENT, LLC 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 | +6.62% | 2.49K shares | 135K | $357.18 | 40.15K |
| Q2 2022 | share | Increase | +11.19% | 3.79K shares | -1.09M | $377.25 | 37.66K |
| Q1 2022 | share | Increase | +19.95% | 5.63K shares | 2.17M | $451.64 | 33.87K |
| Q4 2021 | share | Increase | +26.49% | 5.91K shares | 3.13M | $476.16 | 28.23K |
| Q3 2021 | share | Increase | +1.89% | 414 shares | 605K | $429.14 | 22.32K |
| Q2 2021 | share | Increase | +0.83% | 181 shares | 767K | $426.68 | 21.91K |
| Q1 2021 | share | Decrease | -7.41% | -1.73K shares | -162K | $393.75 | 21.73K |
| Q4 2020 | share | Increase | 0.00% | 23.46K shares | 8.77M | $370.23 | 23.46K |