MARKS GROUP WEALTH MANAGEMENT, INC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$288,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -20K | $287.3 | 1.00K | |
| Q2 2022 | share | 0.00% | 0 shares | -39K | $307.82 | 1.00K | |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $346.83 | 1.00K | |
| Q4 2021 | share | 0.00% | 0 shares | 25K | $364.07 | 1.00K | |
| Q3 2021 | share | Increase | +3.30% | 32 shares | 5K | $337.51 | 1.00K |
| Q2 2021 | share | Decrease | -29.42% | -404 shares | -119K | $342.63 | 969 |
| Q1 2021 | share | Increase | +37.03% | 371 shares | 147K | $326.69 | 1.37K |
| Q4 2020 | share | 0.00% | 0 shares | 28K | $301.24 | 1.00K | |
| Q3 2020 | share | 0.00% | 0 shares | 20K | $272.12 | 1.00K | |
| Q2 2020 | share | 0.00% | 0 shares | 38K | $251.52 | 1.00K | |
| Q1 2020 | share | Decrease | -13.62% | -158 shares | -111K | $212.68 | 1.00K |
| Q4 2019 | share | Increase | 0.00% | 1.16K shares | 331K | $274.83 | 1.16K |