MILESTONE WEALTH, LLC – SPDR S&P 500 ETF Trust Transaction History
MILESTONE WEALTH, LLC portfolio value:
$1.79M
portfolio value
MILESTONE WEALTH, 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 | 0.00% | 0 shares | -100K | $357.18 | 5.03K | |
| Q2 2022 | share | Increase | +23.94% | 972 shares | -30K | $377.25 | 5.03K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $451.64 | 4.06K | |
| Q4 2021 | share | Increase | 0.00% | 4.06K shares | 1.92M | $476.16 | 4.06K |