CFM WEALTH PARTNERS LLC – SPDR S&P 500 ETF Trust Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$2.95M
portfolio value
CFM WEALTH PARTNERS 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 | +14.01% | 1.01K shares | 218K | $357.18 | 8.28K |
| Q2 2022 | share | Decrease | -0.51% | -37 shares | -557K | $377.25 | 7.26K |
| Q1 2022 | share | Increase | +10.07% | 668 shares | 129K | $451.64 | 7.30K |
| Q4 2021 | share | Decrease | -4.44% | -308 shares | 190K | $476.16 | 6.63K |
| Q3 2021 | share | Increase | +10.91% | 683 shares | 300K | $429.14 | 6.94K |
| Q2 2021 | share | Increase | +4.93% | 294 shares | 315K | $426.68 | 6.25K |
| Q1 2021 | share | Increase | +27.78% | 1.29K shares | 619K | $393.75 | 5.96K |
| Q4 2020 | share | 0.00% | 0 shares | 124K | $370.23 | 4.66K | |
| Q3 2020 | share | 0.00% | 0 shares | 182K | $330.21 | 4.66K | |
| Q2 2020 | share | Increase | +14.61% | 595 shares | 389K | $302.82 | 4.66K |
| Q1 2020 | share | Increase | +8.56% | 321 shares | -192K | $252 | 4.07K |
| Q4 2019 | share | Increase | 0.00% | 3.75K shares | 1.24M | $312.76 | 3.75K |