LEVY WEALTH MANAGEMENT GROUP, LLC – SPDR Portfolio S&P 500 Growth ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$6.95M
portfolio value
LEVY WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-4.17%
quarter
SPDR Portfolio S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -40.13% | -93.00K shares | -5.16M | $50.1 | 138.73K |
| Q2 2022 | share | Increase | +18.83% | 36.71K shares | -797K | $52.28 | 231.74K |
| Q1 2022 | share | Increase | +39.78% | 55.50K shares | 2.80M | $66.21 | 195.02K |
| Q4 2021 | share | Increase | +0.97% | 1.34K shares | 1.26M | $72.84 | 139.52K |
| Q3 2021 | share | Decrease | -3.31% | -4.73K shares | -152K | $64.02 | 138.18K |
| Q2 2021 | share | Increase | +6.67% | 8.94K shares | 1.44M | $62.87 | 142.91K |
| Q1 2021 | share | Increase | +30.20% | 31.07K shares | 1.86M | $56.21 | 133.97K |
| Q4 2020 | share | Increase | 0.00% | 102.90K shares | 5.68M | $54.99 | 102.90K |