BAKER TILLY WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$1.24M
portfolio value
BAKER TILLY 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 | Increase | +53.57% | 12.56K shares | 379K | $34.49 | 36.02K |
| Q2 2022 | share | Decrease | -56.14% | -30.02K shares | -1.36M | $36.82 | 23.45K |
| Q1 2022 | share | Decrease | -25.08% | -17.90K shares | -765K | $41.75 | 53.48K |
| Q4 2021 | share | Increase | +401.52% | 57.15K shares | 2.44M | $42 | 71.38K |
| Q3 2021 | share | Decrease | -2.77% | -405 shares | -24K | $39 | 14.23K |
| Q2 2021 | share | Increase | +21.71% | 2.61K shares | 165K | $39.35 | 14.63K |
| Q4 2020 | share | Increase | 0.00% | 12.02K shares | 414K | $33.84 | 12.02K |