WEST FINANCIAL ADVISORS, LLC – SPDR S&P 500 ETF Trust Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$79.66M
portfolio value
WEST FINANCIAL ADVISORS, 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 | +1.77% | 3.86K shares | -3.01M | $357.18 | 223.04K |
| Q2 2022 | share | Increase | +9.53% | 19.07K shares | -7.68M | $377.25 | 219.18K |
| Q1 2022 | share | Increase | +21.57% | 35.50K shares | 12.19M | $451.64 | 200.10K |
| Q4 2021 | share | Increase | +5.25% | 8.21K shares | 11.06M | $476.16 | 164.59K |
| Q3 2021 | share | Increase | +3.26% | 4.93K shares | 2.28M | $429.14 | 156.37K |
| Q2 2021 | share | Increase | +11.45% | 15.55K shares | 10.97M | $426.68 | 151.44K |
| Q1 2021 | share | Increase | +2.36% | 3.12K shares | 4.22M | $393.75 | 135.88K |
| Q4 2020 | share | Increase | 0.00% | 132.75K shares | 49.63M | $370.23 | 132.75K |