CLEARVIEW WEALTH ADVISORS LLC – SPDR Portfolio S&P 500 ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$14.01M
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.39% | 20.04K shares | 104K | $41.99 | 333.80K |
| Q2 2022 | share | Decrease | -8.87% | -30.52K shares | -4.37M | $44.34 | 313.75K |
| Q1 2022 | share | Increase | +60.89% | 130.29K shares | 6.34M | $53.13 | 344.27K |
| Q4 2021 | share | Increase | +18.47% | 33.35K shares | 2.83M | $56 | 213.97K |
| Q3 2021 | share | Increase | +1.95% | 3.45K shares | 197K | $50.46 | 180.62K |
| Q2 2021 | share | Increase | +0.82% | 1.44K shares | 726K | $50.18 | 177.16K |
| Q1 2021 | share | Decrease | -12.79% | -25.76K shares | -666K | $46.31 | 175.72K |
| Q4 2020 | share | Increase | 0.00% | 201.48K shares | 8.85M | $43.52 | 201.48K |