CLEARVIEW WEALTH ADVISORS LLC – SPDR S&P 500 ETF Trust Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$122,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.62% | 30 shares | 4K | $357.18 | 342 |
| Q2 2022 | share | Increase | +4.35% | 13 shares | -17K | $377.25 | 312 |
| Q1 2022 | share | Increase | +12.83% | 34 shares | 9K | $451.64 | 299 |
| Q4 2021 | share | Increase | +5.16% | 13 shares | 18K | $476.16 | 265 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $429.14 | 252 | |
| Q2 2021 | share | Increase | +13.00% | 29 shares | 20K | $426.68 | 252 |
| Q1 2021 | share | Increase | 0.00% | 223 shares | 88K | $393.75 | 223 |