TRADITION WEALTH MANAGEMENT, LLC – Technology Select Sector SPDR Fund Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$753,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.56%
quarter
Technology Select Sector SPDR Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -10.05% | -708 shares | -143K | $118.78 | 6.33K |
Q2 2022 | share | Decrease | -5.13% | -381 shares | -285K | $127.12 | 7.04K |
Q1 2022 | share | Decrease | -13.35% | -1.14K shares | -309K | $158.93 | 7.42K |
Q4 2021 | share | Increase | +3.31% | 275 shares | 251K | $174.72 | 8.57K |
Q3 2021 | share | Decrease | -1.19% | -100 shares | -1K | $149.32 | 8.29K |
Q2 2021 | share | Increase | +0.24% | 20 shares | 127K | $147.4 | 8.39K |
Q1 2021 | share | Decrease | -4.58% | -402 shares | -28K | $132.33 | 8.37K |
Q4 2020 | share | Increase | 0.00% | 8.77K shares | 1.14M | $129.29 | 8.77K |