BAKER TILLY WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$1.32M
portfolio value
BAKER TILLY WEALTH MANAGEMENT, LLC 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 | -6.72% | -2.47K shares | -137K | $38.56 | 34.31K |
| Q2 2022 | share | Decrease | -0.92% | -343 shares | -291K | $39.69 | 36.79K |
| Q1 2022 | share | Increase | +5.70% | 2.00K shares | 4K | $47.16 | 37.13K |
| Q4 2021 | share | Increase | +21.45% | 6.20K shares | 412K | $49.69 | 35.13K |
| Q3 2021 | share | Increase | +6.78% | 1.83K shares | 56K | $46.16 | 28.92K |
| Q2 2021 | share | Increase | +12.51% | 3.01K shares | 306K | $46.98 | 27.09K |
| Q4 2020 | share | Increase | 0.00% | 24.07K shares | 973K | $39.95 | 24.07K |