LAIDLAW WEALTH MANAGEMENT LLC – SPDR Bloomberg Convertible Securities ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$682,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.95%
quarter
SPDR Bloomberg Convertible Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.41% | 44 shares | -11K | $63.3 | 10.77K |
| Q2 2022 | share | Decrease | -23.96% | -3.38K shares | -393K | $64.56 | 10.73K |
| Q1 2022 | share | Decrease | -4.92% | -730 shares | -145K | $76.95 | 14.11K |
| Q4 2021 | share | Increase | +4.48% | 636 shares | 18K | $83.02 | 14.84K |
| Q3 2021 | share | Increase | +131.25% | 8.06K shares | 680K | $85.07 | 14.20K |
| Q2 2021 | share | Increase | 0.00% | 6.14K shares | 533K | $86.18 | 6.14K |