MOUNT YALE INVESTMENT ADVISORS, LLC – Consumer Discretionary Select Sector SPDR Fund Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$2.30M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +24.27% | 3.15K shares | 514K | $142.45 | 16.17K |
| Q2 2022 | share | Increase | +2.68% | 340 shares | -555K | $137.48 | 13.01K |
| Q1 2022 | share | Increase | +10.15% | 1.16K shares | -8K | $185 | 12.67K |
| Q4 2021 | share | Decrease | -4.28% | -514 shares | 195K | $204.93 | 11.50K |
| Q3 2021 | share | Increase | +8.17% | 908 shares | 173K | $179.45 | 12.01K |
| Q2 2021 | share | Decrease | -15.66% | -2.06K shares | -230K | $178.28 | 11.11K |
| Q1 2021 | share | Increase | +17.28% | 1.94K shares | 408K | $167.57 | 13.17K |
| Q4 2020 | share | Decrease | -3.28% | -381 shares | 99K | $160.05 | 11.23K |
| Q3 2020 | share | Decrease | -1.04% | -122 shares | 208K | $146.03 | 11.61K |
| Q2 2020 | share | Increase | +7.92% | 861 shares | 432K | $126.62 | 11.73K |
| Q1 2020 | share | Decrease | -3.70% | -418 shares | -348K | $97.02 | 10.87K |
| Q4 2019 | share | Increase | +2.34% | 258 shares | 80K | $123.46 | 11.29K |
| Q3 2019 | share | Increase | +1.04% | 114 shares | 56K | $118.42 | 11.03K |
| Q2 2019 | share | Decrease | -8.91% | -1.06K shares | -86K | $116.56 | 10.92K |
| Q1 2019 | share | Increase | +1.62% | 191 shares | 99K | $110.95 | 11.98K |
| Q4 2018 | share | Increase | +3.86% | 438 shares | -1K | $96.16 | 11.79K |
| Q3 2018 | share | Decrease | -18.23% | -2.53K shares | -251K | $113.39 | 11.35K |
| Q2 2018 | share | Increase | +3.23% | 435 shares | 155K | $105.41 | 13.89K |
| Q1 2018 | share | Increase | 0.00% | 13.45K shares | 1.36M | $97.43 | 13.45K |