IVC WEALTH ADVISORS LLC – SPDR S&P 500 ETF Trust Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$404,000
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -23K | $357.18 | 1.13K | |
| Q2 2022 | share | Increase | +0.09% | 1 shares | -84K | $377.25 | 1.13K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $451.64 | 1.13K | |
| Q4 2021 | share | Increase | +72.52% | 475 shares | 256K | $476.16 | 1.13K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $429.14 | 655 | |
| Q2 2021 | share | Increase | +0.15% | 1 shares | 21K | $426.68 | 655 |
| Q1 2021 | share | Decrease | -2.24% | -15 shares | 9K | $393.75 | 654 |
| Q4 2020 | share | Increase | 0.00% | 669 shares | 250K | $370.23 | 669 |