FALCON WEALTH PLANNING – Financial Select Sector SPDR Fund Transaction History
FALCON WEALTH PLANNING portfolio value:
$551,000
portfolio value
FALCON WEALTH PLANNING quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.16% | 890 shares | 8K | $30.36 | 18.14K |
| Q2 2022 | share | 0.00% | 0 shares | -118K | $31.45 | 17.25K | |
| Q1 2022 | share | 0.00% | 0 shares | -13K | $38.32 | 17.25K | |
| Q4 2021 | share | Increase | +4.55% | 750 shares | 55K | $39.12 | 17.25K |
| Q3 2021 | share | Increase | +0.69% | 113 shares | 18K | $37.53 | 16.5K |
| Q2 2021 | share | Decrease | -0.05% | -9 shares | 43K | $36.53 | 16.38K |
| Q1 2021 | share | Increase | +0.05% | 9 shares | 75K | $33.77 | 16.39K |
| Q4 2020 | share | Increase | 0.00% | 16.38K shares | 483K | $29.11 | 16.38K |