CONCORD WEALTH PARTNERS – SPDR S&P 600 Small Cap Value ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$2.98M
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +30.90% | 10.50K shares | 526K | $67.14 | 44.50K |
| Q2 2022 | share | Decrease | -3.83% | -1.35K shares | -484K | $72.41 | 34.00K |
| Q1 2022 | share | Increase | +0.97% | 338 shares | -21K | $83.33 | 35.35K |
| Q4 2021 | share | Increase | +51.35% | 11.88K shares | 1.07M | $84.91 | 35.02K |
| Q3 2021 | share | Decrease | -27.33% | -8.70K shares | -833K | $81.96 | 23.13K |
| Q2 2021 | share | Increase | +24.04% | 6.17K shares | 624K | $85.43 | 31.84K |
| Q1 2021 | share | Increase | +676.23% | 22.36K shares | 1.88M | $81.44 | 25.67K |
| Q4 2020 | share | Increase | 0.00% | 3.30K shares | 219K | $65.47 | 3.30K |