LAIDLAW WEALTH MANAGEMENT LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$536,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.73% | 2.11K shares | 41K | $34.49 | 15.55K |
| Q2 2022 | share | Increase | +13.59% | 1.60K shares | 1K | $36.82 | 13.43K |
| Q1 2022 | share | Decrease | -7.64% | -979 shares | -44K | $41.75 | 11.83K |
| Q4 2021 | share | Increase | +6.45% | 776 shares | 69K | $42 | 12.80K |
| Q3 2021 | share | Increase | +89.65% | 5.68K shares | 218K | $39 | 12.03K |
| Q2 2021 | share | Increase | 0.00% | 6.34K shares | 251K | $39.35 | 6.34K |