SUMMIT PLACE FINANCIAL ADVISORS, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$313,000
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -10K | $401.66 | 780 | |
| Q2 2022 | share | 0.00% | 0 shares | -60K | $413.49 | 780 | |
| Q1 2022 | share | 0.00% | 0 shares | -21K | $490.45 | 780 | |
| Q4 2021 | share | 0.00% | 0 shares | 29K | $517.09 | 780 | |
| Q3 2021 | share | Increase | +48.57% | 255 shares | 117K | $480.88 | 780 |
| Q2 2021 | share | 0.00% | 0 shares | 8K | $489.69 | 525 | |
| Q1 2021 | share | 0.00% | 0 shares | 30K | $473.49 | 525 | |
| Q4 2020 | share | Increase | 0.00% | 525 shares | 220K | $416.91 | 525 |