OCTAVIA WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$622,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.38% | 1.58K shares | 26K | $30.36 | 20.50K |
| Q2 2022 | share | Increase | +0.02% | 3 shares | -129K | $31.45 | 18.91K |
| Q1 2022 | share | Increase | +7.94% | 1.39K shares | 41K | $38.32 | 18.91K |
| Q4 2021 | share | Increase | +3.53% | 598 shares | 45K | $39.12 | 17.52K |
| Q3 2021 | share | Increase | +0.17% | 29 shares | 19K | $37.53 | 16.92K |
| Q2 2021 | share | Decrease | -2.81% | -489 shares | 28K | $36.53 | 16.89K |
| Q1 2021 | share | Increase | +2.25% | 382 shares | 91K | $33.77 | 17.38K |
| Q4 2020 | share | Increase | 0.00% | 17.00K shares | 501K | $29.11 | 17.00K |