TWELVE POINTS WEALTH MANAGEMENT LLC – SPDR S&P 500 ETF Trust Transaction History
TWELVE POINTS WEALTH MANAGEMENT LLC portfolio value:
$210,000
portfolio value
TWELVE POINTS WEALTH MANAGEMENT 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 | -7.85% | -50 shares | -30K | $357.18 | 587 |
Q2 2022 | share | Decrease | -16.29% | -124 shares | -104K | $377.25 | 637 |
Q1 2022 | share | Decrease | -4.40% | -35 shares | -34K | $451.64 | 761 |
Q4 2021 | share | Increase | 0.00% | 796 shares | 378K | $476.16 | 796 |