OPAL WEALTH ADVISORS, LLC – SPDR S&P 500 ETF Trust Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$1.15M
portfolio value
OPAL WEALTH 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 | Decrease | -0.82% | -27 shares | -76K | $357.18 | 3.24K |
| Q2 2022 | share | Increase | +2.96% | 94 shares | -201K | $377.25 | 3.27K |
| Q1 2022 | share | Increase | +5.40% | 163 shares | 4K | $451.64 | 3.17K |
| Q4 2021 | share | Increase | +302.13% | 2.26K shares | 1.11M | $476.16 | 3.01K |
| Q3 2021 | share | Decrease | -5.30% | -42 shares | -17K | $429.14 | 750 |
| Q2 2021 | share | Increase | +1.80% | 14 shares | 31K | $426.68 | 792 |
| Q1 2021 | share | Increase | +5.14% | 38 shares | 31K | $393.75 | 778 |
| Q4 2020 | share | Increase | 0.00% | 740 shares | 277K | $370.23 | 740 |