COLUMN CAPITAL ADVISORS, LLC – Morningstar, Inc. Transaction History
COLUMN CAPITAL ADVISORS, LLC portfolio value:
$80,000
portfolio value
COLUMN CAPITAL ADVISORS, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $212.32 | 377 | |
| Q2 2022 | share | Increase | +24.01% | 73 shares | 8K | $241.83 | 377 |
| Q1 2022 | share | 0.00% | 0 shares | -21K | $273.17 | 304 | |
| Q4 2021 | share | 0.00% | 0 shares | 25K | $341.9 | 304 | |
| Q3 2021 | share | Decrease | -11.11% | -38 shares | -9K | $258.73 | 304 |
| Q2 2021 | share | Increase | +2.40% | 8 shares | 13K | $256.5 | 342 |
| Q1 2021 | share | Decrease | -7.22% | -26 shares | -8K | $224.2 | 334 |
| Q4 2020 | share | Decrease | -15.89% | -68 shares | 14K | $230.71 | 360 |
| Q3 2020 | share | Increase | +19.55% | 70 shares | 19K | $159.53 | 428 |
| Q2 2020 | share | 0.00% | 0 shares | 8K | $139.74 | 358 | |
| Q1 2020 | share | 0.00% | 0 shares | -12K | $114.93 | 358 | |
| Q4 2019 | share | Increase | 0.00% | 358 shares | 54K | $149.3 | 358 |