TRADITION WEALTH MANAGEMENT, LLC – Financial Select Sector SPDR Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$802,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.12% | -31 shares | -30K | $30.36 | 26.42K |
| Q2 2022 | share | Increase | +2.80% | 721 shares | -154K | $31.45 | 26.45K |
| Q1 2022 | share | Decrease | -0.31% | -81 shares | -22K | $38.32 | 25.73K |
| Q4 2021 | share | Increase | +0.10% | 27 shares | 40K | $39.12 | 25.81K |
| Q3 2021 | share | Increase | +0.09% | 24 shares | 23K | $37.53 | 25.78K |
| Q2 2021 | share | Increase | +1.38% | 351 shares | 80K | $36.53 | 25.76K |
| Q1 2021 | share | Increase | +22.76% | 4.71K shares | 255K | $33.77 | 25.41K |
| Q4 2020 | share | Increase | 0.00% | 20.70K shares | 610K | $29.11 | 20.70K |