LEGACY WEALTH PLANNING, LLC – SPDR S&P 500 ETF Trust Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$257,000
portfolio value
LEGACY WEALTH PLANNING, LLC 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 | Decrease | -29.44% | -300 shares | -127K | $357.18 | 719 |
| Q2 2022 | share | Decrease | -23.27% | -309 shares | -216K | $377.25 | 1.01K |
| Q1 2022 | share | Decrease | -15.68% | -247 shares | -148K | $451.64 | 1.32K |
| Q4 2021 | share | Decrease | -13.60% | -248 shares | -34K | $476.16 | 1.57K |
| Q3 2021 | share | Increase | +3.05% | 54 shares | 25K | $429.14 | 1.82K |
| Q2 2021 | share | Increase | +13.62% | 212 shares | 140K | $426.68 | 1.76K |
| Q1 2021 | share | Increase | +1.90% | 29 shares | 46K | $393.75 | 1.55K |
| Q4 2020 | share | Increase | +29.71% | 350 shares | 176K | $370.23 | 1.52K |
| Q3 2020 | share | 0.00% | 0 shares | 32K | $330.21 | 1.17K | |
| Q2 2020 | share | Decrease | -0.84% | -10 shares | 57K | $302.82 | 1.17K |
| Q1 2020 | share | Decrease | -3.02% | -37 shares | -88K | $252 | 1.18K |
| Q4 2019 | share | Increase | 0.00% | 1.22K shares | 394K | $312.76 | 1.22K |