ALTA WEALTH ADVISORS LLC – Financial Select Sector SPDR Fund Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$454,000
portfolio value
ALTA WEALTH ADVISORS LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.19% | -493 shares | -29K | $30.36 | 14.95K |
| Q2 2022 | share | Increase | +2.31% | 349 shares | -96K | $31.45 | 15.45K |
| Q1 2022 | share | Increase | +2.04% | 302 shares | 1K | $38.32 | 15.10K |
| Q4 2021 | share | Increase | +0.17% | 25 shares | 23K | $39.12 | 14.80K |
| Q3 2021 | share | Increase | +0.83% | 121 shares | 17K | $37.53 | 14.77K |
| Q2 2021 | share | Increase | +1.80% | 259 shares | 48K | $36.53 | 14.65K |
| Q1 2021 | share | Increase | +7.46% | 1K shares | 95K | $33.77 | 14.39K |
| Q4 2020 | share | Increase | 0.00% | 13.39K shares | 395K | $29.11 | 13.39K |