OCTAVIA WEALTH ADVISORS, LLC – Energy Select Sector SPDR Fund Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$268,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.58% | 262 shares | 21K | $72.02 | 3.71K |
| Q2 2022 | share | Decrease | -39.01% | -2.21K shares | -186K | $71.51 | 3.45K |
| Q1 2022 | share | Decrease | -13.90% | -915 shares | 68K | $76.44 | 5.66K |
| Q4 2021 | share | Increase | 0.00% | 6.58K shares | 365K | $55.36 | 6.58K |