MOUNT YALE INVESTMENT ADVISORS, LLC – Industrial Select Sector SPDR Fund Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.94M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.15%
quarter
Industrial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.62% | 145 shares | -92K | $82.84 | 23.41K |
| Q2 2022 | share | Increase | +2.95% | 666 shares | -296K | $87.34 | 23.26K |
| Q1 2022 | share | Increase | +0.36% | 82 shares | -55K | $102.98 | 22.60K |
| Q4 2021 | share | Increase | +7.19% | 1.51K shares | 327K | $105.36 | 22.52K |
| Q3 2021 | share | Increase | +10.68% | 2.02K shares | 112K | $97.84 | 21.01K |
| Q2 2021 | share | Increase | +6.63% | 1.18K shares | 191K | $102.07 | 18.98K |
| Q1 2021 | share | Increase | +13.37% | 2.1K shares | 362K | $97.83 | 17.80K |
| Q4 2020 | share | Decrease | -4.46% | -733 shares | 126K | $87.72 | 15.70K |
| Q3 2020 | share | Decrease | -1.86% | -312 shares | 114K | $75.94 | 16.43K |
| Q2 2020 | share | Decrease | -11.68% | -2.21K shares | 32K | $67.5 | 16.74K |
| Q1 2020 | share | Increase | +7.17% | 1.26K shares | -316K | $57.72 | 18.96K |
| Q4 2019 | share | Increase | +1.34% | 234 shares | 7K | $79.05 | 17.69K |
| Q3 2019 | share | Increase | +1.06% | 184 shares | 136K | $74.96 | 17.46K |
| Q2 2019 | share | Decrease | -8.34% | -1.57K shares | -122K | $74.36 | 17.27K |
| Q1 2019 | share | Decrease | -1.93% | -371 shares | 2K | $71.75 | 18.84K |
| Q4 2018 | share | Increase | +22.45% | 3.52K shares | 262K | $61.24 | 19.21K |
| Q3 2018 | share | Decrease | -10.42% | -1.82K shares | -105K | $74.07 | 15.69K |
| Q2 2018 | share | Increase | +7.74% | 1.25K shares | 47K | $67.35 | 17.52K |
| Q1 2018 | share | Increase | 0.00% | 16.26K shares | 1.20M | $69.58 | 16.26K |