Montag & Caldwell, LLC Select Sector Spdr Consumer Di Transaction History

Montag & Caldwell, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 02, 2021	SELL	$142.97 - $160.78 $401,316 - $451,309	-2,807 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$92.41 - $133.25 $259,394 - $374,032	2,807 New	2,807 $358,000
Q4 2019 Feb 03, 2020	SELL	$117.45 - $126.06 $406,259 - $436,041	-3,459 Closed	0 $0
Q3 2019 Nov 04, 2019	SELL	$119.52 - $123.67 $88,444 - $91,515	-740 Reduced 17.62%	3,459 $418,000
Q2 2019 Aug 01, 2019	BUY	N/A	4,199 New	4,199 $501,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,604 Closed	0 $0
Q3 2018 Nov 01, 2018	SELL	N/A	-871 Reduced 25.06%	2,604 $305,000
Q1 2018 May 02, 2018	BUY	N/A	3,475 New	3,475 $352,000

1,440

83.1M

7.57M

18.1M

Get notified when there are updates to the investment portfolio of Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

Stay updated on Montag & Caldwell, LLC with notifications on news.