ESSEX PRIVATE WEALTH MANAGEMENT, LLC – SPDR DoubleLine Total Return Tactical ETF Transaction History
ESSEX PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$1.25M
portfolio value
ESSEX PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
SPDR DoubleLine Total Return Tactical ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +22.03% | 5.64K shares | 176K | $40.18 | 31.28K |
| Q2 2022 | share | Decrease | -7.77% | -2.16K shares | -163K | $42.18 | 25.63K |
| Q1 2022 | share | Decrease | -30.63% | -12.27K shares | -653K | $44.77 | 27.79K |
| Q4 2021 | share | Decrease | -20.07% | -10.06K shares | -525K | $47.39 | 40.06K |
| Q3 2021 | share | Decrease | -6.13% | -3.27K shares | -163K | $47.93 | 50.12K |
| Q2 2021 | share | Decrease | -1.50% | -811 shares | -28K | $47.68 | 53.39K |
| Q1 2021 | share | Increase | +1.04% | 557 shares | -30K | $47.17 | 54.20K |
| Q4 2020 | share | Decrease | -16.63% | -10.7K shares | -530K | $48.02 | 53.65K |
| Q3 2020 | share | Increase | +2.12% | 1.33K shares | 51K | $47.58 | 64.35K |
| Q2 2020 | share | Decrease | -3.34% | -2.18K shares | -4K | $47.5 | 63.01K |
| Q1 2020 | share | Increase | +5.47% | 3.38K shares | 98K | $45.62 | 65.19K |
| Q4 2019 | share | Increase | 0.00% | 61.81K shares | 3.02M | $46.37 | 61.81K |