TRUEWEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$766,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.52% | 1.58K shares | 27K | $41.99 | 18.24K |
| Q2 2022 | share | Increase | +14.03% | 2.04K shares | 24K | $44.34 | 16.65K |
| Q1 2022 | share | Increase | 0.00% | 14.60K shares | 715K | $53.13 | 14.60K |
| Q2 2021 | share | Decrease | -100.00% | -13.24K shares | -642K | $50.18 | 0 |
| Q1 2021 | share | Increase | 0.00% | 13.24K shares | 642K | $46.31 | 13.24K |