MORTON BROWN FAMILY WEALTH, LLC – SPDR S&P 600 Small Cap Value ETF Transaction History
MORTON BROWN FAMILY WEALTH, LLC portfolio value:
$7.55M
portfolio value
MORTON BROWN FAMILY WEALTH, LLC quarter portfolio value change:
-7.28%
quarter
SPDR S&P 600 Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.61% | -685 shares | -642K | $67.14 | 112.44K |
| Q2 2022 | share | Increase | +5.23% | 5.61K shares | -767K | $72.41 | 113.13K |
| Q1 2022 | share | Increase | +6.67% | 6.72K shares | 420K | $83.33 | 107.51K |
| Q4 2021 | share | Increase | 0.00% | 100.78K shares | 8.53M | $84.91 | 100.78K |