POWELL INVESTMENT ADVISORS, LLC – SPDR Bloomberg Convertible Securities ETF Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$2.09M
portfolio value
POWELL INVESTMENT ADVISORS, 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 | Decrease | -4.87% | -1.69K shares | -151K | $63.3 | 33.12K |
| Q2 2022 | share | Increase | +11.82% | 3.68K shares | -148K | $64.56 | 34.82K |
| Q1 2022 | share | Decrease | -1.88% | -596 shares | -237K | $76.95 | 31.14K |
| Q4 2021 | share | Increase | +0.61% | 192 shares | -59K | $83.02 | 31.73K |
| Q3 2021 | share | Increase | +6.80% | 2.00K shares | 130K | $85.07 | 31.54K |
| Q2 2021 | share | Decrease | -8.82% | -2.85K shares | -138K | $86.18 | 29.53K |
| Q1 2021 | share | Increase | 0.00% | 32.39K shares | 2.7M | $82.57 | 32.39K |
| Q4 2020 | share | Decrease | -100.00% | -33.68K shares | -2.32M | $81.86 | 0 |
| Q3 2020 | share | Increase | +2.56% | 840 shares | 333K | $67.1 | 33.68K |
| Q2 2020 | share | Decrease | -5.22% | -1.80K shares | 329K | $58.69 | 32.84K |
| Q1 2020 | share | Decrease | -0.71% | -248 shares | -279K | $46.16 | 34.64K |
| Q4 2019 | share | Increase | 0.00% | 34.89K shares | 1.93M | $53.37 | 34.89K |