ML & R WEALTH MANAGEMENT LLC SPDR S&P 500 ETF Trust Transaction History

ML & R WEALTH MANAGEMENT LLC portfolio value:

$1.77M
portfolio value

ML & R 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 +1.16% 57 shares -78K $357.18 4.96K
Q2 2022 share Increase +3.44% 163 shares -291K $377.25 4.90K
Q1 2022 share 0.00% 0 shares -111K $451.64 4.74K
Q4 2021 share Increase 0.00% 4.74K shares 2.25M $476.16 4.74K