SOA WEALTH ADVISORS, LLC. – SPDR S&P 500 ETF Trust Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$2.01M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.23% | -13 shares | -118K | $357.18 | 5.64K |
| Q2 2022 | share | Increase | +3.36% | 184 shares | -338K | $377.25 | 5.65K |
| Q1 2022 | share | Increase | +0.24% | 13 shares | -128K | $451.64 | 5.47K |
| Q4 2021 | share | Increase | +10.73% | 529 shares | 484K | $476.16 | 5.46K |
| Q3 2021 | share | Decrease | -4.31% | -222 shares | -90K | $429.14 | 4.93K |
| Q2 2021 | share | Increase | +5.10% | 250 shares | 263K | $426.68 | 5.15K |
| Q1 2021 | share | Decrease | -1.61% | -80 shares | -1K | $393.75 | 4.90K |
| Q4 2020 | share | Increase | 0.00% | 4.98K shares | 1.94M | $370.23 | 4.98K |