MODERA WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 400 Mid Cap ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$864,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.85%
quarter
SPDR Portfolio S&P 400 Mid Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -19.83% | -5.54K shares | -246K | $38.56 | 22.41K |
| Q2 2022 | share | Decrease | -43.13% | -21.20K shares | -1.20M | $39.69 | 27.95K |
| Q1 2022 | share | Decrease | -7.84% | -4.18K shares | -335K | $47.16 | 49.16K |
| Q4 2021 | share | Increase | 0.00% | 53.34K shares | 2.65M | $49.69 | 53.34K |