VISTA WEALTH MANAGEMENT GROUP, LLC – SPDR Bloomberg Investment Grade Floating Rate ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$1.24M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC 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 | Decrease | -0.54% | -223 shares | -4K | $30.3 | 41.04K |
| Q2 2022 | share | Increase | +0.60% | 246 shares | -4K | $30.11 | 41.26K |
| Q1 2022 | share | Increase | +0.72% | 295 shares | 5K | $30.49 | 41.02K |
| Q4 2021 | share | Increase | +0.28% | 115 shares | 1K | $30.59 | 40.72K |
| Q3 2021 | share | Increase | +5.63% | 2.16K shares | 67K | $30.63 | 40.61K |
| Q2 2021 | share | Increase | +2.60% | 974 shares | 30K | $30.6 | 38.44K |
| Q1 2021 | share | Increase | +0.35% | 130 shares | 6K | $30.55 | 37.47K |
| Q4 2020 | share | Decrease | -0.34% | -128 shares | -4K | $30.48 | 37.34K |
| Q3 2020 | share | Increase | 0.00% | 37.47K shares | 1.14M | $30.41 | 37.47K |
| Q1 2020 | share | Decrease | -100.00% | -9.57K shares | -294K | $29.04 | 0 |
| Q4 2019 | share | Increase | 0.00% | 9.57K shares | 294K | $30.25 | 9.57K |