HELEN STEPHENS GROUP, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
HELEN STEPHENS GROUP, LLC portfolio value:
$459,000
portfolio value
HELEN STEPHENS GROUP, LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.16% | -21 shares | -32K | $34.49 | 13.30K |
| Q2 2022 | share | Decrease | -0.57% | -77 shares | -68K | $36.82 | 13.32K |
| Q1 2022 | share | Increase | +28.99% | 3.01K shares | 123K | $41.75 | 13.40K |
| Q4 2021 | share | Increase | 0.00% | 10.38K shares | 436K | $42 | 10.38K |