MODERA WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 600 Small Cap ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$798,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.34%
quarter
SPDR Portfolio S&P 600 Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.02% | -2.04K shares | -118K | $34.06 | 23.42K |
| Q2 2022 | share | Decrease | -17.36% | -5.35K shares | -381K | $35.98 | 25.47K |
| Q1 2022 | share | Decrease | -3.25% | -1.03K shares | -127K | $42.07 | 30.82K |
| Q4 2021 | share | Increase | 0.00% | 31.85K shares | 1.42M | $44.71 | 31.85K |