STEEL PEAK WEALTH MANAGEMENT LLC – SPDR Bloomberg Convertible Securities ETF Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$921,000
portfolio value
STEEL PEAK 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 | +0.15% | 22 shares | -17K | $63.3 | 14.55K |
| Q2 2022 | share | Decrease | -4.09% | -620 shares | -228K | $64.56 | 14.53K |
| Q1 2022 | share | Increase | +0.42% | 64 shares | -86K | $76.95 | 15.15K |
| Q4 2021 | share | Decrease | -1.42% | -218 shares | -55K | $83.02 | 15.09K |
| Q3 2021 | share | Increase | +20.40% | 2.59K shares | 204K | $85.07 | 15.30K |
| Q2 2021 | share | Decrease | -4.18% | -554 shares | -3K | $86.18 | 12.71K |
| Q1 2021 | share | Increase | +2.28% | 296 shares | 32K | $82.57 | 13.26K |
| Q4 2020 | share | Increase | +1.36% | 174 shares | 192K | $81.86 | 12.97K |
| Q3 2020 | share | Decrease | -6.79% | -933 shares | 51K | $67.1 | 12.79K |
| Q2 2020 | share | Increase | +3.92% | 518 shares | 199K | $58.69 | 13.73K |
| Q1 2020 | share | Decrease | -42.60% | -9.80K shares | -646K | $46.16 | 13.21K |
| Q4 2019 | share | Increase | 0.00% | 23.01K shares | 1.27M | $53.37 | 23.01K |