RIDGECREST WEALTH PARTNERS, LLC – Utilities Select Sector SPDR Fund Transaction History
RIDGECREST WEALTH PARTNERS, LLC portfolio value:
$276,000
portfolio value
RIDGECREST WEALTH PARTNERS, LLC quarter portfolio value change:
-6.59%
quarter
Utilities 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 | -20K | $65.51 | 4.22K | |
| Q2 2022 | share | Increase | +0.45% | 19 shares | -17K | $70.13 | 4.22K |
| Q1 2022 | share | Decrease | -8.09% | -370 shares | -14K | $74.46 | 4.20K |
| Q4 2021 | share | Decrease | -1.72% | -80 shares | 30K | $71.33 | 4.57K |
| Q3 2021 | share | Increase | +0.02% | 1 shares | 3K | $63.88 | 4.65K |
| Q2 2021 | share | 0.00% | 0 shares | -4K | $62.75 | 4.65K | |
| Q1 2021 | share | Increase | 0.00% | 4.65K shares | 298K | $63.07 | 4.65K |