TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – Utilities Select Sector SPDR Fund Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$615,000
portfolio value
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +78.08% | 4.11K shares | 245K | $65.51 | 9.38K |
| Q2 2022 | share | Increase | +0.75% | 39 shares | -19K | $70.13 | 5.27K |
| Q1 2022 | share | Increase | +0.65% | 34 shares | 17K | $74.46 | 5.23K |
| Q4 2021 | share | Increase | 0.00% | 5.19K shares | 372K | $71.33 | 5.19K |