Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021

SELL
N/A
-5,456 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
N/A
5,456 New
5,456 $225,000
Q1 2020

May 13, 2020

SELL
N/A
-23,446 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
N/A
-9,356 Reduced 28.52%
23,446 $943,000
Q3 2019

Nov 12, 2019

BUY
N/A
25,230 Added 333.2%
32,802 $1.29 Million
Q2 2019

Aug 16, 2019

SELL
N/A
-1,702,542 Reduced 99.56%
7,572 $305,000
Q2 2019

Aug 13, 2019

BUY
N/A
1,702,548 Added 22502.62%
1,710,114 $305,000
Q1 2019

May 16, 2019

BUY
N/A
300 Added 4.13%
7,566 $328,000
Q1 2019

May 15, 2019

SELL
N/A
-63 Reduced 0.86%
7,266 $328,000
Q4 2018

Feb 11, 2019

SELL
N/A
-306 Reduced 4.01%
7,329 $275,000
Q3 2018

Nov 13, 2018

SELL
N/A
-3,850 Reduced 33.52%
7,635 $327,000
Q2 2018

Aug 15, 2018

SELL
N/A
-8,125 Reduced 41.43%
11,485 $493,000
Q2 2018

Aug 14, 2018

BUY
N/A
13,160 Added 204.03%
19,610 $858,000
Q4 2017

Feb 13, 2018

SELL
N/A
-225 Reduced 3.37%
6,450 $258,000
Q3 2017

Nov 13, 2017

BUY
N/A
6,675
6,675 $241,000
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.