LEVY WEALTH MANAGEMENT GROUP, LLC – SPDR S&P 500 ETF Trust Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$787,000
portfolio value
LEVY WEALTH MANAGEMENT GROUP, 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 | +10.26% | 205 shares | 33K | $357.18 | 2.20K |
| Q2 2022 | share | Decrease | -0.10% | -2 shares | -149K | $377.25 | 1.99K |
| Q1 2022 | share | Increase | +6.10% | 115 shares | 8K | $451.64 | 2K |
| Q4 2021 | share | Decrease | -0.79% | -15 shares | 80K | $476.16 | 1.88K |
| Q3 2021 | share | Increase | +4.11% | 75 shares | 34K | $429.14 | 1.9K |
| Q2 2021 | share | Increase | +0.16% | 3 shares | 59K | $426.68 | 1.82K |
| Q1 2021 | share | Increase | +73.52% | 772 shares | 329K | $393.75 | 1.82K |
| Q4 2020 | share | Increase | 0.00% | 1.05K shares | 393K | $370.23 | 1.05K |