SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – SPDR Dow Jones REIT ETF Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$835,000
portfolio value
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC quarter portfolio value change:
-11.38%
quarter
SPDR Dow Jones REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.87% | -1.08K shares | -211K | $84.26 | 9.91K |
| Q2 2022 | share | Decrease | -0.20% | -22 shares | -247K | $95.08 | 10.99K |
| Q1 2022 | share | Decrease | -0.41% | -45 shares | -59K | $117.32 | 11.02K |
| Q4 2021 | share | Increase | 0.00% | 11.06K shares | 1.35M | $121.95 | 11.06K |