LAIDLAW WEALTH MANAGEMENT LLC – Utilities Select Sector SPDR Fund Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$990,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.31% | 3.05K shares | 144K | $65.51 | 15.11K |
| Q2 2022 | share | Decrease | -1.89% | -232 shares | -69K | $70.13 | 12.06K |
| Q1 2022 | share | Increase | +14.65% | 1.57K shares | 148K | $74.46 | 12.29K |
| Q4 2021 | share | Increase | +0.37% | 40 shares | 85K | $71.33 | 10.72K |
| Q3 2021 | share | Decrease | -14.65% | -1.83K shares | -109K | $63.88 | 10.68K |
| Q2 2021 | share | Increase | +17.38% | 1.85K shares | 108K | $62.75 | 12.51K |
| Q1 2021 | share | Increase | +111.46% | 5.62K shares | 367K | $63.07 | 10.66K |
| Q4 2020 | share | Increase | 0.00% | 5.04K shares | 316K | $61.3 | 5.04K |
| Q1 2020 | share | Decrease | -100.00% | -3.40K shares | -220K | $52.81 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.40K shares | 220K | $60.95 | 3.40K |