SAX WEALTH ADVISORS, LLC – SPDR S&P 500 ETF Trust Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$6.29M
portfolio value
SAX 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 | -7.15% | -1.35K shares | -866K | $357.18 | 17.63K |
| Q2 2022 | share | Increase | +0.13% | 24 shares | -1.40M | $377.25 | 18.99K |
| Q1 2022 | share | Decrease | -9.30% | -2.02K shares | -1.42M | $451.64 | 19.78K |
| Q4 2021 | share | Decrease | -0.01% | -2 shares | 999K | $476.16 | 21.81K |
| Q3 2021 | share | Increase | +0.38% | 83 shares | 59K | $429.14 | 21.81K |
| Q2 2021 | share | Decrease | -11.34% | -2.77K shares | -412K | $426.68 | 21.73K |
| Q1 2021 | share | Increase | +7.70% | 1.75K shares | 1.20M | $393.75 | 24.51K |
| Q4 2020 | share | Increase | 0.00% | 22.75K shares | 8.50M | $370.23 | 22.75K |