POWELL INVESTMENT ADVISORS, LLC – SPDR Portfolio S&P 500 High Dividend ETF Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$858,000
portfolio value
POWELL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-11.13%
quarter
SPDR Portfolio S&P 500 High Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.08% | 259 shares | -97K | $35.47 | 24.18K |
| Q2 2022 | share | Increase | +17.65% | 3.58K shares | 61K | $39.91 | 23.92K |
| Q1 2022 | share | Increase | +1.46% | 293 shares | 51K | $43.95 | 20.33K |
| Q4 2021 | share | Increase | +0.30% | 60 shares | 61K | $42 | 20.04K |
| Q3 2021 | share | Increase | +0.95% | 189 shares | -11K | $39.12 | 19.98K |
| Q2 2021 | share | Increase | +0.97% | 190 shares | 38K | $39.7 | 19.79K |
| Q1 2021 | share | Increase | +0.49% | 95 shares | 112K | $37.74 | 19.60K |
| Q4 2020 | share | Increase | 0.00% | 19.50K shares | 643K | $31.76 | 19.50K |
| Q2 2020 | share | Decrease | -100.00% | -8.80K shares | -217K | $26.12 | 0 |
| Q1 2020 | share | Increase | 0.00% | 8.80K shares | 217K | $22.78 | 8.80K |