OCTAVIA WEALTH ADVISORS, LLC – SPDR Portfolio Short Term Corporate Bond ETF Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$471,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-1.72%
quarter
SPDR Portfolio Short Term Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.20% | -195 shares | -15K | $29.22 | 16.10K |
| Q2 2022 | share | Decrease | -2.69% | -451 shares | -19K | $29.73 | 16.30K |
| Q1 2022 | share | Decrease | -1.32% | -224 shares | -21K | $30.13 | 16.75K |
| Q4 2021 | share | Increase | +8.42% | 1.31K shares | 37K | $30.94 | 16.97K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $31.18 | 15.65K | |
| Q2 2021 | share | Decrease | -9.45% | -1.63K shares | -51K | $31.16 | 15.65K |
| Q1 2021 | share | Increase | +0.70% | 120 shares | 2K | $31.08 | 17.29K |
| Q4 2020 | share | Increase | 0.00% | 17.17K shares | 539K | $31.1 | 17.17K |