FALCON WEALTH PLANNING – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
FALCON WEALTH PLANNING portfolio value:
$447,000
portfolio value
FALCON WEALTH PLANNING quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.07% | -245 shares | -23K | $38.56 | 11.58K |
| Q2 2022 | share | 0.00% | 0 shares | -88K | $39.69 | 11.83K | |
| Q1 2022 | share | Decrease | -3.09% | -377 shares | -49K | $47.16 | 11.83K |
| Q4 2021 | share | 0.00% | 0 shares | 43K | $49.69 | 12.21K | |
| Q3 2021 | share | Decrease | -0.44% | -54 shares | -15K | $46.16 | 12.21K |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $46.98 | 12.26K | |
| Q1 2021 | share | Decrease | -7.36% | -974 shares | 26K | $45.38 | 12.26K |
| Q4 2020 | share | Increase | 0.00% | 13.23K shares | 535K | $39.95 | 13.23K |