IVC WEALTH ADVISORS LLC – SPDR Russell 1000 Yield Focus ETF Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$230,000
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-6.51%
quarter
SPDR Russell 1000 Yield Focus ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $83.32 | 2.76K | |
| Q2 2022 | share | Decrease | -0.36% | -10 shares | -35K | $89.12 | 2.76K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $101.43 | 2.77K | |
| Q4 2021 | share | Decrease | -11.20% | -350 shares | -12K | $100.14 | 2.77K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $93.16 | 3.12K | |
| Q2 2021 | share | Increase | +19.50% | 510 shares | 61K | $94.12 | 3.12K |
| Q1 2021 | share | Decrease | -16.67% | -523 shares | -1K | $88.58 | 2.61K |
| Q4 2020 | share | Increase | 0.00% | 3.13K shares | 236K | $73.56 | 3.13K |