SAX WEALTH ADVISORS, LLC – SPDR S&P 600 Small Cap Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$203,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $67.14 | 3.02K | |
| Q2 2022 | share | 0.00% | 0 shares | -33K | $72.41 | 3.02K | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $83.33 | 3.02K | |
| Q4 2021 | share | 0.00% | 0 shares | 9K | $84.91 | 3.02K | |
| Q3 2021 | share | Increase | +0.30% | 9 shares | -11K | $81.96 | 3.02K |
| Q2 2021 | share | Increase | +0.30% | 9 shares | 12K | $85.43 | 3.01K |
| Q1 2021 | share | Increase | 0.00% | 3.01K shares | 247K | $81.44 | 3.01K |