STRATEGIC WEALTH INVESTMENT GROUP, LLC – SPDR Bloomberg Convertible Securities ETF Transaction History
STRATEGIC WEALTH INVESTMENT GROUP, LLC portfolio value:
$394,000
portfolio value
STRATEGIC WEALTH INVESTMENT GROUP, 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 | +22.55% | 1.14K shares | 66K | $63.3 | 6.21K |
| Q2 2022 | share | Decrease | -51.60% | -5.40K shares | -479K | $64.56 | 5.07K |
| Q1 2022 | share | Decrease | -4.22% | -462 shares | -101K | $76.95 | 10.48K |
| Q4 2021 | share | Decrease | -1.56% | -173 shares | -42K | $83.02 | 10.94K |
| Q3 2021 | share | Increase | +0.89% | 98 shares | -6K | $85.07 | 11.11K |
| Q2 2021 | share | Decrease | -8.77% | -1.06K shares | -51K | $86.18 | 11.02K |
| Q1 2021 | share | Decrease | -10.69% | -1.44K shares | -113K | $82.57 | 12.08K |
| Q4 2020 | share | Increase | +4.46% | 577 shares | 228K | $81.86 | 13.52K |
| Q3 2020 | share | Increase | +4.97% | 613 shares | 146K | $67.1 | 12.94K |
| Q2 2020 | share | Increase | 0.00% | 12.33K shares | 746K | $58.69 | 12.33K |