IRON HORSE WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
IRON HORSE WEALTH MANAGEMENT, LLC portfolio value:
$615,000
portfolio value
IRON HORSE WEALTH MANAGEMENT, LLC 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 | -29.70% | -7.52K shares | -318K | $34.49 | 17.81K |
| Q2 2022 | share | Decrease | -4.76% | -1.26K shares | -178K | $36.82 | 25.34K |
| Q1 2022 | share | Decrease | -0.59% | -157 shares | -13K | $41.75 | 26.60K |
| Q4 2021 | share | Decrease | -0.35% | -95 shares | 76K | $42 | 26.76K |
| Q3 2021 | share | Decrease | -7.81% | -2.27K shares | -104K | $39 | 26.86K |
| Q2 2021 | share | Increase | +2.00% | 572 shares | 69K | $39.35 | 29.13K |
| Q1 2021 | share | Increase | +2.66% | 739 shares | 126K | $37.53 | 28.56K |
| Q4 2020 | share | Increase | 0.00% | 27.82K shares | 957K | $33.84 | 27.82K |