SUMMIT PLACE FINANCIAL ADVISORS, LLC – Consumer Discretionary Select Sector SPDR Fund Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$301,000
portfolio value
SUMMIT PLACE FINANCIAL 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 | 0.00% | 0 shares | 10K | $142.45 | 2.11K | |
| Q2 2022 | share | Decrease | -13.32% | -325 shares | -160K | $137.48 | 2.11K |
| Q1 2022 | share | Decrease | -41.06% | -1.7K shares | -395K | $185 | 2.44K |
| Q4 2021 | share | Decrease | -12.47% | -590 shares | -3K | $204.93 | 4.14K |
| Q3 2021 | share | Decrease | -12.08% | -650 shares | -112K | $179.45 | 4.73K |
| Q2 2021 | share | Increase | +2.77% | 145 shares | 81K | $178.28 | 5.38K |
| Q1 2021 | share | Decrease | -22.27% | -1.5K shares | -203K | $167.57 | 5.23K |
| Q4 2020 | share | Decrease | -22.23% | -1.92K shares | -190K | $160.05 | 6.73K |
| Q3 2020 | share | Increase | 0.00% | 8.66K shares | 1.27M | $146.03 | 8.66K |