ATLAS PRIVATE WEALTH ADVISORS – SPDR Portfolio S&P 500 Value ETF Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$356,000
portfolio value
ATLAS PRIVATE WEALTH ADVISORS 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 | Decrease | -6.49% | -717 shares | -51K | $34.49 | 10.33K |
| Q2 2022 | share | Decrease | -24.69% | -3.62K shares | -205K | $36.82 | 11.04K |
| Q1 2022 | share | Increase | +23.43% | 2.59K shares | 142K | $41.75 | 13.65K |
| Q3 2021 | share | Increase | +7.75% | 796 shares | 25K | $39 | 11.06K |
| Q2 2021 | share | Increase | +8.27% | 784 shares | 47K | $39.35 | 10.26K |
| Q1 2021 | share | Increase | +39.20% | 2.67K shares | 125K | $37.53 | 9.48K |
| Q4 2020 | share | Decrease | -2.15% | -150 shares | 24K | $33.84 | 6.81K |
| Q3 2020 | share | Decrease | -2.70% | -193 shares | 3K | $29.54 | 6.96K |
| Q2 2020 | share | Increase | 0.00% | 7.15K shares | 207K | $28.17 | 7.15K |