OPAL WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$1.56M
portfolio value
OPAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.25% | 3.05K shares | 7K | $34.49 | 45.26K |
| Q2 2022 | share | Increase | +18.36% | 6.54K shares | 65K | $36.82 | 42.20K |
| Q1 2022 | share | Increase | +7.90% | 2.61K shares | 101K | $41.75 | 35.65K |
| Q4 2021 | share | Increase | +9.17% | 2.77K shares | 208K | $42 | 33.04K |
| Q3 2021 | share | Increase | +17.55% | 4.51K shares | 162K | $39 | 30.26K |
| Q2 2021 | share | Increase | +4.16% | 1.02K shares | 81K | $39.35 | 25.75K |
| Q1 2021 | share | Increase | +14.69% | 3.16K shares | 196K | $37.53 | 24.72K |
| Q4 2020 | share | Increase | 0.00% | 21.55K shares | 741K | $33.84 | 21.55K |