NAVIS WEALTH ADVISORS, LLC – SPDR Dow Jones REIT ETF Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$259,000
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-11.38%
quarter
SPDR Dow Jones REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.12% | 34 shares | -30K | $84.26 | 3.06K |
| Q2 2022 | share | Increase | +0.80% | 24 shares | -64K | $95.08 | 3.03K |
| Q1 2022 | share | Increase | +0.43% | 13 shares | -13K | $117.32 | 3.01K |
| Q4 2021 | share | Increase | +0.98% | 29 shares | 53K | $121.95 | 2.99K |
| Q3 2021 | share | Increase | +0.71% | 21 shares | 4K | $105.43 | 2.96K |
| Q2 2021 | share | Increase | +0.65% | 19 shares | 32K | $104.15 | 2.94K |
| Q1 2021 | share | Increase | +65.33% | 1.15K shares | 123K | $93.39 | 2.92K |
| Q4 2020 | share | Increase | 0.00% | 1.77K shares | 154K | $84.82 | 1.77K |