SAX WEALTH ADVISORS, LLC – Energy Select Sector SPDR Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.00M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 22 shares | 8K | $72.02 | 13.95K |
| Q2 2022 | share | Decrease | -1.40% | -198 shares | -83K | $71.51 | 13.93K |
| Q1 2022 | share | Increase | +0.08% | 11 shares | 296K | $76.44 | 14.13K |
| Q4 2021 | share | Increase | +1.70% | 236 shares | 61K | $55.36 | 14.12K |
| Q3 2021 | share | Increase | +0.25% | 34 shares | -23K | $52.09 | 13.88K |
| Q2 2021 | share | Increase | +0.20% | 28 shares | 68K | $53.2 | 13.85K |
| Q1 2021 | share | Decrease | -48.99% | -13.27K shares | -349K | $47.98 | 13.82K |
| Q4 2020 | share | Increase | 0.00% | 27.1K shares | 1.02M | $36.67 | 27.1K |