MARKS GROUP WEALTH MANAGEMENT, INC – Financial Select Sector SPDR Fund Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$491,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC 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 | -2.13% | -353 shares | -29K | $30.36 | 16.18K |
| Q2 2022 | share | Increase | +4.77% | 753 shares | -85K | $31.45 | 16.53K |
| Q1 2022 | share | Decrease | -0.01% | -1 shares | -11K | $38.32 | 15.78K |
| Q4 2021 | share | Decrease | -0.47% | -75 shares | -532K | $39.12 | 15.78K |
| Q3 2021 | share | Increase | +10.77% | 1.54K shares | 69K | $37.53 | 15.85K |
| Q2 2021 | share | Increase | +0.53% | 76 shares | 41K | $36.53 | 14.31K |
| Q1 2021 | share | Decrease | -15.29% | -2.57K shares | -11K | $33.77 | 14.24K |
| Q4 2020 | share | Increase | +28.29% | 3.70K shares | 181K | $29.11 | 16.81K |
| Q3 2020 | share | 0.00% | 0 shares | 11K | $23.64 | 13.10K | |
| Q2 2020 | share | 0.00% | 0 shares | 32K | $22.6 | 13.10K | |
| Q1 2020 | share | 0.00% | 0 shares | -131K | $20.2 | 13.10K | |
| Q4 2019 | share | Increase | 0.00% | 13.10K shares | 403K | $29.6 | 13.10K |