SAX WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$531,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -19K | $30.36 | 17.49K | |
| Q2 2022 | share | Decrease | -5.41% | -1K shares | -159K | $31.45 | 17.49K |
| Q1 2022 | share | Decrease | -1.05% | -320 shares | -35K | $38.32 | 30.04K |
| Q4 2021 | share | 0.00% | 0 shares | 46K | $39.12 | 30.36K | |
| Q3 2021 | share | Increase | +3.76% | 1.1K shares | 66K | $37.53 | 30.36K |
| Q2 2021 | share | Increase | +3.54% | 1K shares | 112K | $36.53 | 29.26K |
| Q1 2021 | share | Increase | 0.00% | 28.26K shares | 962K | $33.77 | 28.26K |