U.S. CAPITAL WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$1.56M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 2 shares | -105K | $34.49 | 45.30K |
| Q2 2022 | share | Increase | +45.32% | 14.12K shares | 366K | $36.82 | 45.30K |
| Q1 2022 | share | Decrease | -0.95% | -299 shares | -20K | $41.75 | 31.17K |
| Q4 2021 | share | Increase | +0.01% | 2 shares | 94K | $42 | 31.47K |
| Q3 2021 | share | Increase | 0.00% | 31.47K shares | 1.22M | $39 | 31.47K |