OCTAVIA WEALTH ADVISORS, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$222,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -7K | $401.66 | 551 | |
| Q2 2022 | share | 0.00% | 0 shares | -42K | $413.49 | 551 | |
| Q1 2022 | share | Decrease | -0.72% | -4 shares | -17K | $490.45 | 551 |
| Q4 2021 | share | Increase | +0.73% | 4 shares | 23K | $517.09 | 555 |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $480.88 | 551 | |
| Q2 2021 | share | Decrease | -0.72% | -4 shares | 6K | $489.69 | 551 |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $473.49 | 555 | |
| Q4 2020 | share | Increase | 0.00% | 555 shares | 234K | $416.91 | 555 |