IVC WEALTH ADVISORS LLC – SPDR S&P 400 Mid Cap Growth ETF Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$237,000
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-1.00%
quarter
SPDR S&P 400 Mid Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.97% | -484 shares | -32K | $60.35 | 3.92K |
| Q2 2022 | share | Decrease | -15.56% | -813 shares | -119K | $60.96 | 4.41K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $74.21 | 5.30K | |
| Q4 2021 | share | Decrease | -11.47% | -687 shares | -21K | $81.59 | 5.30K |
| Q3 2021 | share | Decrease | -0.35% | -21 shares | -13K | $75.65 | 5.99K |
| Q2 2021 | share | Decrease | -5.90% | -377 shares | -14K | $77.16 | 6.01K |
| Q1 2021 | share | Decrease | -34.81% | -3.41K shares | -199K | $74.65 | 6.38K |
| Q4 2020 | share | Increase | 0.00% | 9.79K shares | 679K | $68.82 | 9.79K |