MOUNT YALE INVESTMENT ADVISORS, LLC – Utilities Select Sector SPDR Fund Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$802,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +33.90% | 3.09K shares | 161K | $65.51 | 12.23K |
| Q2 2022 | share | Increase | +1.51% | 136 shares | -29K | $70.13 | 9.13K |
| Q1 2022 | share | Increase | +8.50% | 705 shares | 76K | $74.46 | 9.00K |
| Q4 2021 | share | Increase | +4.44% | 353 shares | 86K | $71.33 | 8.29K |
| Q3 2021 | share | Increase | +7.63% | 563 shares | 41K | $63.88 | 7.94K |
| Q2 2021 | share | Increase | +1.19% | 87 shares | 0 | $62.75 | 7.38K |
| Q1 2021 | share | Decrease | -20.02% | -1.82K shares | -105K | $63.07 | 7.29K |
| Q4 2020 | share | Increase | +36.87% | 2.45K shares | 176K | $61.3 | 9.12K |
| Q3 2020 | share | 0.00% | 0 shares | 20K | $57.56 | 6.66K | |
| Q2 2020 | share | Increase | +10.39% | 627 shares | 41K | $54.23 | 6.66K |
| Q1 2020 | share | Decrease | -31.23% | -2.74K shares | -271K | $52.81 | 6.03K |
| Q4 2019 | share | Increase | +13.51% | 1.04K shares | 130K | $60.95 | 8.77K |
| Q3 2019 | share | Decrease | -0.68% | -53 shares | 7K | $60.59 | 7.73K |
| Q2 2019 | share | Increase | +7.82% | 565 shares | 49K | $55.38 | 7.78K |
| Q1 2019 | share | Decrease | -1.12% | -82 shares | 14K | $53.6 | 7.22K |
| Q4 2018 | share | Increase | +43.70% | 2.22K shares | 127K | $48.4 | 7.30K |
| Q3 2018 | share | Increase | +103.28% | 2.58K shares | 149K | $47.75 | 5.08K |
| Q2 2018 | share | Increase | +6.43% | 151 shares | 11K | $46.71 | 2.5K |
| Q1 2018 | share | Increase | 0.00% | 2.34K shares | 119K | $45.02 | 2.34K |