WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC – SPDR Portfolio S&P 500 ETF Transaction History
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC portfolio value:
$3.91M
portfolio value
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -49.48% | -91.26K shares | -4.26M | $41.99 | 93.18K |
| Q2 2022 | share | Decrease | -22.21% | -52.65K shares | -4.42M | $44.34 | 184.45K |
| Q1 2022 | share | Increase | +2.71% | 6.25K shares | -292K | $53.13 | 237.10K |
| Q4 2021 | share | Decrease | -7.96% | -19.96K shares | 233K | $56 | 230.85K |
| Q3 2021 | share | Increase | +2.77% | 6.76K shares | 373K | $50.46 | 250.81K |
| Q2 2021 | share | Increase | +1.63% | 3.91K shares | 634K | $50.18 | 244.04K |
| Q1 2021 | share | Decrease | -0.22% | -519 shares | 1.07M | $46.31 | 240.13K |
| Q4 2020 | share | Increase | +4.20% | 9.71K shares | 1.48M | $43.52 | 240.64K |
| Q3 2020 | share | Increase | +20.36% | 39.06K shares | 2.13M | $38.79 | 230.93K |
| Q2 2020 | share | Decrease | -27.42% | -72.48K shares | -1.04M | $35.6 | 191.87K |
| Q1 2020 | share | Decrease | -77.71% | -921.46K shares | -36.84M | $29.57 | 264.35K |
| Q4 2019 | share | Increase | 0.00% | 1.18M shares | 44.84M | $36.72 | 1.18M |