MODERA WEALTH MANAGEMENT, LLC – Energy Select Sector SPDR Fund Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$310,000
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.55% | -68 shares | -3K | $72.02 | 4.30K |
| Q2 2022 | share | Decrease | -2.45% | -110 shares | -30K | $71.51 | 4.37K |
| Q1 2022 | share | Increase | +4.50% | 193 shares | 105K | $76.44 | 4.48K |
| Q4 2021 | share | Decrease | -2.03% | -89 shares | 10K | $55.36 | 4.29K |
| Q3 2021 | share | Decrease | -9.71% | -471 shares | -33K | $52.09 | 4.37K |
| Q2 2021 | share | Increase | 0.00% | 4.85K shares | 261K | $53.2 | 4.85K |