MODERA WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$1.42M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.40% | -2.36K shares | -183K | $34.49 | 41.39K |
| Q2 2022 | share | Decrease | -2.61% | -1.17K shares | -265K | $36.82 | 43.76K |
| Q1 2022 | share | Decrease | -2.01% | -920 shares | -50K | $41.75 | 44.93K |
| Q4 2021 | share | Increase | 0.00% | 45.85K shares | 1.92M | $42 | 45.85K |