MOUNT YALE INVESTMENT ADVISORS, LLC – Consumer Staples Select Sector SPDR Fund Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.91M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-7.55%
quarter
Consumer Staples Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.89% | 7.72K shares | 402K | $66.73 | 28.68K |
| Q2 2022 | share | Increase | +1.37% | 283 shares | -56K | $72.18 | 20.95K |
| Q1 2022 | share | Increase | +11.35% | 2.10K shares | 137K | $75.89 | 20.66K |
| Q4 2021 | share | Increase | +4.04% | 721 shares | 203K | $76.59 | 18.56K |
| Q3 2021 | share | Increase | +8.11% | 1.33K shares | 73K | $68.84 | 17.84K |
| Q2 2021 | share | Increase | +1.10% | 179 shares | 40K | $69.53 | 16.50K |
| Q1 2021 | share | Increase | +5.14% | 798 shares | 68K | $67.45 | 16.32K |
| Q4 2020 | share | Decrease | -3.46% | -557 shares | 16K | $66.25 | 15.52K |
| Q3 2020 | share | Decrease | -1.68% | -274 shares | 72K | $62.43 | 16.08K |
| Q2 2020 | share | Decrease | -26.93% | -6.02K shares | -260K | $56.77 | 16.35K |
| Q1 2020 | share | Decrease | -17.02% | -4.59K shares | -485K | $52.32 | 22.38K |
| Q4 2019 | share | Increase | +1.11% | 295 shares | 80K | $60.14 | 26.97K |
| Q3 2019 | share | Increase | +0.46% | 123 shares | 60K | $58.18 | 26.67K |
| Q2 2019 | share | Increase | +6.21% | 1.55K shares | 161K | $54.68 | 26.55K |
| Q1 2019 | share | Increase | +2.74% | 668 shares | 91K | $52.44 | 25.00K |
| Q4 2018 | share | Increase | +49.16% | 8.02K shares | 391K | $47.2 | 24.33K |
| Q3 2018 | share | Decrease | -7.24% | -1.27K shares | 15K | $49.67 | 16.31K |
| Q2 2018 | share | Increase | +7.89% | 1.28K shares | 48K | $47.12 | 17.58K |
| Q1 2018 | share | Increase | 0.00% | 16.30K shares | 858K | $47.77 | 16.30K |