TREVIAN WEALTH MANAGEMENT LLC – SPDR S&P 500 ETF Trust Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$830,000
portfolio value
TREVIAN 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 | Increase | +18.45% | 362 shares | 89K | $357.18 | 2.32K |
| Q2 2022 | share | Increase | +23.01% | 367 shares | 21K | $377.25 | 1.96K |
| Q1 2022 | share | Increase | +21.20% | 279 shares | 95K | $451.64 | 1.59K |
| Q4 2021 | share | Increase | 0.00% | 1.31K shares | 625K | $476.16 | 1.31K |