BAKER TILLY WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 ETF Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$4.65M
portfolio value
BAKER TILLY WEALTH MANAGEMENT, 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 | Decrease | -3.40% | -3.90K shares | -434K | $41.99 | 110.84K |
| Q2 2022 | share | Increase | +1.28% | 1.45K shares | -931K | $44.34 | 114.74K |
| Q1 2022 | share | Increase | +28.46% | 25.09K shares | 1.09M | $53.13 | 113.29K |
| Q4 2021 | share | Increase | +5.39% | 4.51K shares | 702K | $56 | 88.19K |
| Q3 2021 | share | Increase | +44.13% | 25.62K shares | 1.3M | $50.46 | 83.68K |
| Q2 2021 | share | Increase | +14.38% | 7.30K shares | 691K | $50.18 | 58.05K |
| Q4 2020 | share | Increase | 0.00% | 50.75K shares | 2.23M | $43.52 | 50.75K |