WEST FINANCIAL ADVISORS, LLC – SPDR Portfolio S&P 1500 Composite Stock Market ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$14,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
SPDR Portfolio S&P 1500 Composite Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $44.11 | 307 | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $46.48 | 307 | |
| Q1 2022 | share | Increase | +38.29% | 85 shares | 4K | $55.58 | 307 |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $58.57 | 222 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $52.99 | 222 | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $52.79 | 222 | |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $48.86 | 222 | |
| Q4 2020 | share | Increase | 0.00% | 222 shares | 10K | $45.63 | 222 |