TRADITION WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$12.88M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.54% | 7.61K shares | -384K | $41.99 | 306.93K |
| Q2 2022 | share | Increase | +0.21% | 634 shares | -2.59M | $44.34 | 299.32K |
| Q1 2022 | share | Increase | +51.54% | 101.58K shares | 4.86M | $53.13 | 298.69K |
| Q4 2021 | share | Increase | +31.94% | 47.71K shares | 3.46M | $56 | 197.10K |
| Q3 2021 | share | Increase | +1488.07% | 139.98K shares | 7.06M | $50.46 | 149.39K |
| Q2 2021 | share | Increase | 0.00% | 9.40K shares | 473K | $50.18 | 9.40K |
| Q1 2021 | share | Decrease | -100.00% | -18 shares | -1K | $46.31 | 0 |
| Q4 2020 | share | Increase | 0.00% | 18 shares | 1K | $43.52 | 18 |