WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$216,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 | Increase | +0.33% | 2 shares | -11K | $357.18 | 604 |
| Q2 2022 | share | Increase | +0.33% | 2 shares | -44K | $377.25 | 602 |
| Q1 2022 | share | Increase | +0.17% | 1 shares | -13K | $451.64 | 600 |
| Q4 2021 | share | Increase | +20.77% | 103 shares | 71K | $476.16 | 599 |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $429.14 | 496 | |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $426.68 | 496 | |
| Q1 2021 | share | Increase | +0.20% | 1 shares | 11K | $393.75 | 496 |
| Q4 2020 | share | Increase | +0.20% | 1 shares | 19K | $370.23 | 495 |
| Q3 2020 | share | Increase | +4.44% | 21 shares | 20K | $330.21 | 494 |
| Q2 2020 | share | Decrease | -7.44% | -38 shares | 14K | $302.82 | 473 |
| Q1 2020 | share | Increase | +0.39% | 2 shares | -32K | $252 | 511 |
| Q4 2019 | share | Increase | 0.00% | 509 shares | 164K | $312.76 | 509 |