ALERA INVESTMENT ADVISORS, LLC – S&P Global Inc. Transaction History
ALERA INVESTMENT ADVISORS, LLC portfolio value:
$212,000
portfolio value
ALERA INVESTMENT ADVISORS, LLC quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.51% | 30 shares | -12K | $305.35 | 695 |
| Q2 2022 | share | Decrease | -0.45% | -3 shares | -50K | $337.06 | 665 |
| Q1 2022 | share | Increase | 0.00% | 668 shares | 274K | $410.18 | 668 |
| Q2 2019 | share | Decrease | -100.00% | -435 shares | -92K | $223.16 | 0 |
| Q1 2019 | share | Increase | +16.00% | 60 shares | 28K | $205.72 | 435 |
| Q4 2018 | share | Increase | 0.00% | 375 shares | 64K | $165.57 | 375 |