AMPLIUS WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$507,000
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.05% | 1.79K shares | 39K | $30.36 | 16.69K |
| Q2 2022 | share | Decrease | -57.60% | -20.23K shares | -878K | $31.45 | 14.89K |
| Q1 2022 | share | Decrease | -7.54% | -2.86K shares | -137K | $38.32 | 35.13K |
| Q4 2021 | share | Increase | 0.00% | 37.99K shares | 1.48M | $39.12 | 37.99K |