VALUES FIRST ADVISORS, INC. – SPDR Bloomberg Convertible Securities ETF Transaction History
VALUES FIRST ADVISORS, INC. portfolio value:
$669,000
portfolio value
VALUES FIRST ADVISORS, INC. quarter portfolio value change:
-1.95%
quarter
SPDR Bloomberg Convertible Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.18% | 123 shares | -5K | $63.3 | 10.56K |
| Q2 2022 | share | Decrease | -33.05% | -5.15K shares | -527K | $64.56 | 10.44K |
| Q1 2022 | share | Increase | +11.24% | 1.57K shares | 38K | $76.95 | 15.60K |
| Q4 2021 | share | Increase | 0.00% | 14.02K shares | 1.16M | $83.02 | 14.02K |