NAVIS WEALTH ADVISORS, LLC – SPDR S&P Insurance ETF Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$1.08M
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.44%
quarter
SPDR S&P Insurance ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.48% | 144 shares | -45K | $36.17 | 30.03K |
| Q2 2022 | share | Increase | +0.47% | 139 shares | -119K | $37.85 | 29.88K |
| Q1 2022 | share | Increase | +0.36% | 107 shares | 53K | $42.03 | 29.74K |
| Q4 2021 | share | Increase | +0.54% | 160 shares | 83K | $40.33 | 29.64K |
| Q3 2021 | share | Increase | +0.50% | 146 shares | -17K | $37.78 | 29.48K |
| Q2 2021 | share | Increase | +0.54% | 157 shares | 62K | $38.34 | 29.33K |
| Q1 2021 | share | Increase | +11.89% | 3.10K shares | 193K | $36.26 | 29.17K |
| Q4 2020 | share | Increase | 0.00% | 26.07K shares | 876K | $33.07 | 26.07K |