TRUEWEALTH ADVISORS, LLC – Energy Select Sector SPDR Fund Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$602,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.27% | -754 shares | -50K | $72.02 | 8.36K |
| Q2 2022 | share | Decrease | -22.85% | -2.69K shares | -4K | $71.51 | 9.11K |
| Q1 2022 | share | 0.00% | 0 shares | 271K | $76.44 | 11.81K | |
| Q4 2021 | share | Decrease | -35.68% | -6.55K shares | -301K | $55.36 | 11.81K |
| Q3 2021 | share | Decrease | -0.50% | -92 shares | -37K | $52.09 | 18.36K |
| Q2 2021 | share | Increase | +6.80% | 1.17K shares | 180K | $53.2 | 18.45K |
| Q1 2021 | share | Decrease | -3.54% | -634 shares | 60K | $47.98 | 17.28K |
| Q4 2020 | share | Increase | 0.00% | 17.91K shares | 754K | $36.67 | 17.91K |