OPAL WEALTH ADVISORS, LLC – SPDR Portfolio S&P 600 Small Cap ETF Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$895,000
portfolio value
OPAL WEALTH ADVISORS, LLC quarter portfolio value change:
-5.34%
quarter
SPDR Portfolio S&P 600 Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.64% | 1.40K shares | 0 | $34.06 | 26.28K |
| Q2 2022 | share | Increase | +6.10% | 1.43K shares | -91K | $35.98 | 24.87K |
| Q1 2022 | share | Increase | +66.34% | 9.35K shares | 356K | $42.07 | 23.44K |
| Q4 2021 | share | Increase | +8.81% | 1.14K shares | 78K | $44.71 | 14.09K |
| Q3 2021 | share | Increase | +28.25% | 2.85K shares | 108K | $42.6 | 12.95K |
| Q2 2021 | share | Increase | +0.86% | 86 shares | 21K | $43.8 | 10.10K |
| Q1 2021 | share | Decrease | -0.53% | -53 shares | 63K | $42.02 | 10.01K |
| Q4 2020 | share | Increase | 0.00% | 10.06K shares | 360K | $35.5 | 10.06K |