MONETA GROUP INVESTMENT ADVISORS LLC – Financial Select Sector SPDR Fund Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$805,000
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.29% | -3.37K shares | -135K | $30.36 | 26.51K |
| Q2 2022 | share | Increase | +6.74% | 1.88K shares | -133K | $31.45 | 29.88K |
| Q1 2022 | share | Increase | +34.16% | 7.13K shares | 258K | $38.32 | 28.00K |
| Q4 2021 | share | Increase | +6.28% | 1.23K shares | 78K | $39.12 | 20.87K |
| Q3 2021 | share | Increase | +19.89% | 3.25K shares | 136K | $37.53 | 19.63K |
| Q2 2021 | share | Increase | +2.72% | 433 shares | 58K | $36.53 | 16.38K |
| Q1 2021 | share | Increase | 0.00% | 15.94K shares | 543K | $33.77 | 15.94K |
| Q1 2020 | share | Decrease | -100.00% | -7.18K shares | -221K | $20.2 | 0 |
| Q4 2019 | share | Decrease | -45.66% | -6.03K shares | -149K | $29.6 | 7.18K |
| Q3 2019 | share | Increase | 0.00% | 13.21K shares | 370K | $26.79 | 13.21K |
| Q4 2018 | share | Decrease | -100.00% | -2.70K shares | -75K | $22.45 | 0 |
| Q3 2018 | share | Decrease | -34.65% | -1.43K shares | -35K | $25.82 | 2.70K |
| Q2 2018 | share | Increase | 0.00% | 4.13K shares | 110K | $24.79 | 4.13K |