TRADITION WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$1.19M
portfolio value
TRADITION WEALTH MANAGEMENT, 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 | Increase | +5.60% | 178 shares | 0 | $357.18 | 3.35K |
| Q2 2022 | share | Decrease | -38.68% | -2.00K shares | -1.14M | $377.25 | 3.17K |
| Q1 2022 | share | Decrease | -5.21% | -285 shares | -257K | $451.64 | 5.18K |
| Q4 2021 | share | Decrease | -3.36% | -190 shares | 170K | $476.16 | 5.46K |
| Q3 2021 | share | Increase | +5.93% | 317 shares | 141K | $429.14 | 5.65K |
| Q2 2021 | share | Decrease | -1.51% | -82 shares | 137K | $426.68 | 5.34K |
| Q1 2021 | share | Increase | +11.26% | 549 shares | 327K | $393.75 | 5.42K |
| Q4 2020 | share | Increase | 0.00% | 4.87K shares | 1.82M | $370.23 | 4.87K |