CLIENTFIRST WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$3.10M
portfolio value
CLIENTFIRST 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 | Decrease | -3.97% | -325 shares | 15K | $357.18 | 7.86K |
| Q2 2022 | share | Increase | +3.15% | 250 shares | -494K | $377.25 | 8.18K |
| Q1 2022 | share | 0.00% | 0 shares | -36K | $451.64 | 7.93K | |
| Q4 2021 | share | Increase | 0.00% | 7.93K shares | 3.61M | $476.16 | 7.93K |