SAX WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 High Dividend ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.16M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-11.13%
quarter
SPDR Portfolio S&P 500 High Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.67% | 3.94K shares | 11K | $35.47 | 32.80K |
| Q2 2022 | share | Increase | +20.45% | 4.9K shares | 99K | $39.91 | 28.85K |
| Q1 2022 | share | Increase | +0.66% | 296 shares | 98K | $43.95 | 45.25K |
| Q4 2021 | share | Decrease | -0.12% | -54 shares | 130K | $42 | 44.96K |
| Q3 2021 | share | Increase | +0.18% | 82 shares | -40K | $39.12 | 45.01K |
| Q2 2021 | share | Decrease | -0.40% | -179 shares | 64K | $39.7 | 44.93K |
| Q1 2021 | share | Increase | +17.44% | 6.69K shares | 472K | $37.74 | 45.11K |
| Q4 2020 | share | Increase | 0.00% | 38.41K shares | 1.26M | $31.76 | 38.41K |