POWELL INVESTMENT ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$480,000
portfolio value
POWELL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.04% | -1.57K shares | -67K | $30.36 | 15.82K |
| Q2 2022 | share | Increase | +10.31% | 1.62K shares | -57K | $31.45 | 17.39K |
| Q1 2022 | share | Increase | +47.11% | 5.05K shares | 185K | $38.32 | 15.77K |
| Q4 2021 | share | Decrease | -65.37% | -20.23K shares | -743K | $39.12 | 10.72K |
| Q3 2021 | share | Increase | +188.74% | 20.23K shares | 769K | $37.53 | 30.95K |
| Q2 2021 | share | 0.00% | 0 shares | 28K | $36.53 | 10.72K | |
| Q1 2021 | share | Increase | +8.42% | 833 shares | 74K | $33.77 | 10.72K |
| Q4 2020 | share | 0.00% | 0 shares | 53K | $29.11 | 9.88K | |
| Q3 2020 | share | Increase | +72.11% | 4.14K shares | 105K | $23.64 | 9.88K |
| Q2 2020 | share | Increase | +338.88% | 4.43K shares | 106K | $22.6 | 5.74K |
| Q1 2020 | share | Increase | 0.00% | 1.30K shares | 27K | $20.2 | 1.30K |