CONCORD WEALTH PARTNERS – SPDR S&P 500 ETF Trust Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$612,000
portfolio value
CONCORD WEALTH PARTNERS 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 | +4.26% | 70 shares | -8K | $357.18 | 1.71K |
| Q2 2022 | share | Decrease | -1.02% | -17 shares | -130K | $377.25 | 1.64K |
| Q1 2022 | share | Decrease | -1.31% | -22 shares | -49K | $451.64 | 1.66K |
| Q4 2021 | share | Increase | +208.81% | 1.13K shares | 565K | $476.16 | 1.68K |
| Q3 2021 | share | Decrease | -58.43% | -766 shares | -327K | $429.14 | 545 |
| Q2 2021 | share | Increase | +0.23% | 3 shares | 43K | $426.68 | 1.31K |
| Q1 2021 | share | Increase | +37.83% | 359 shares | 163K | $393.75 | 1.30K |
| Q4 2020 | share | Increase | 0.00% | 949 shares | 355K | $370.23 | 949 |