INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Central Securities Corp. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$936,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.17%
quarter
Central Securities Corp. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -41K | $33.74 | 27.74K | |
| Q2 2022 | share | Decrease | -0.45% | -126 shares | -177K | $35.21 | 27.74K |
| Q1 2022 | share | 0.00% | 0 shares | -88K | $41.39 | 27.86K | |
| Q4 2021 | share | Decrease | -2.53% | -722 shares | 34K | $44.6 | 27.86K |
| Q3 2021 | share | Decrease | -0.45% | -130 shares | -4K | $38.94 | 28.59K |
| Q2 2021 | share | Decrease | -0.17% | -50 shares | 121K | $38.89 | 28.72K |
| Q1 2021 | share | 0.00% | 0 shares | 152K | $34.78 | 28.77K | |
| Q4 2020 | share | Decrease | -1.77% | -518 shares | 90K | $29.94 | 28.77K |
| Q3 2020 | share | 0.00% | 0 shares | 4K | $25.3 | 29.28K | |
| Q2 2020 | share | Increase | +0.23% | 68 shares | 91K | $25.18 | 29.28K |
| Q1 2020 | share | Decrease | -6.82% | -2.14K shares | -284K | $22.26 | 29.22K |
| Q4 2019 | share | Decrease | -0.81% | -255 shares | 45K | $28.54 | 31.36K |
| Q3 2019 | share | Decrease | -3.43% | -1.12K shares | -6K | $26.13 | 31.61K |
| Q2 2019 | share | Decrease | -0.30% | -100 shares | 58K | $25.4 | 32.73K |
| Q1 2019 | share | Increase | 0.00% | 32.83K shares | 941K | $23.76 | 32.83K |
| Q4 2018 | share | Decrease | -100.00% | -32.34K shares | -955K | $20.59 | 0 |
| Q3 2018 | share | Decrease | -1.36% | -445 shares | 40K | $23.41 | 32.34K |
| Q2 2018 | share | Decrease | -1.06% | -352 shares | 18K | $22.11 | 32.78K |
| Q1 2018 | share | Decrease | -3.09% | -1.05K shares | -42K | $20.97 | 33.14K |
| Q4 2017 | share | 0.00% | 0 shares | 53K | $21.55 | 34.19K | |
| Q3 2017 | share | 0.00% | 0 shares | 35K | $19.74 | 34.19K | |
| Q2 2017 | share | Increase | 0.00% | 34.19K shares | 851K | $19.04 | 34.19K |