COMPASS FINANCIAL ADVISORS LLC – SPDR S&P Dividend ETF Transaction History
COMPASS FINANCIAL ADVISORS LLC portfolio value:
$308,000
portfolio value
COMPASS FINANCIAL ADVISORS LLC quarter portfolio value change:
-6.06%
quarter
SPDR S&P Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.27% | 113 shares | -6K | $111.5 | 2.75K |
| Q2 2022 | share | Increase | +0.46% | 12 shares | -23K | $118.69 | 2.64K |
| Q1 2022 | share | Increase | +0.30% | 8 shares | -2K | $128.11 | 2.63K |
| Q4 2021 | share | Increase | 0.00% | 2.62K shares | 339K | $128.84 | 2.62K |