MARKS GROUP WEALTH MANAGEMENT, INC – SPDR S&P 500 ETF Trust Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$1.83M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.00% | 51 shares | -84K | $357.18 | 5.13K |
| Q2 2022 | share | Decrease | -30.85% | -2.26K shares | -1.40M | $377.25 | 5.08K |
| Q1 2022 | share | Increase | +54.73% | 2.60K shares | 1.06M | $451.64 | 7.35K |
| Q4 2021 | share | Increase | +437.78% | 3.87K shares | 255K | $476.16 | 4.75K |
| Q3 2021 | share | Increase | +7.28% | 60 shares | 27K | $429.14 | 884 |
| Q2 2021 | share | 0.00% | 0 shares | 26K | $426.68 | 824 | |
| Q1 2021 | share | Decrease | -9.65% | -88 shares | -15K | $393.75 | 824 |
| Q4 2020 | share | Decrease | -23.62% | -282 shares | -59K | $370.23 | 912 |
| Q3 2020 | share | Increase | +30.92% | 282 shares | 119K | $330.21 | 1.19K |
| Q2 2020 | share | 0.00% | 0 shares | 46K | $302.82 | 912 | |
| Q1 2020 | share | Decrease | -17.69% | -196 shares | -122K | $252 | 912 |
| Q4 2019 | share | Increase | 0.00% | 1.10K shares | 357K | $312.76 | 1.10K |