INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Citigroup Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.10M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-9.39%
quarter
Citigroup Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.92% | -248 shares | -126K | $41.67 | 26.57K |
| Q2 2022 | share | Decrease | -2.78% | -767 shares | -239K | $45.99 | 26.82K |
| Q1 2022 | share | Increase | +1.04% | 283 shares | -176K | $53.4 | 27.59K |
| Q4 2021 | share | Increase | +4.26% | 1.11K shares | -189K | $60.43 | 27.31K |
| Q3 2021 | share | Increase | +2.95% | 751 shares | 38K | $69.67 | 26.19K |
| Q2 2021 | share | Decrease | -1.79% | -464 shares | -85K | $69.71 | 25.44K |
| Q1 2021 | share | Decrease | -2.79% | -744 shares | 242K | $71.17 | 25.90K |
| Q4 2020 | share | Decrease | -3.52% | -971 shares | 452K | $59.79 | 26.65K |
| Q3 2020 | share | Decrease | -0.96% | -267 shares | -234K | $41.3 | 27.62K |
| Q2 2020 | share | Decrease | -3.34% | -963 shares | 210K | $48.46 | 27.88K |
| Q1 2020 | share | Decrease | -0.84% | -243 shares | -1.10M | $39.5 | 28.85K |
| Q4 2019 | share | Increase | +1.52% | 437 shares | 344K | $74.41 | 29.09K |
| Q3 2019 | share | Decrease | -5.80% | -1.76K shares | -150K | $63.9 | 28.65K |
| Q2 2019 | share | Increase | +11.74% | 3.19K shares | 435K | $64.29 | 30.42K |
| Q1 2019 | share | Increase | 0.00% | 27.22K shares | 1.69M | $56.76 | 27.22K |
| Q4 2018 | share | Decrease | -100.00% | -28.46K shares | -2.05M | $47.16 | 0 |
| Q3 2018 | share | Decrease | -8.86% | -2.76K shares | -36K | $64.54 | 28.46K |
| Q2 2018 | share | Increase | +1.56% | 481 shares | -18K | $59.84 | 31.22K |
| Q1 2018 | share | Increase | 0.00% | 30.74K shares | 2.11M | $60.07 | 30.74K |
| Q4 2017 | share | Decrease | -100.00% | -28.15K shares | -2.04M | $65.95 | 0 |
| Q3 2017 | share | Increase | 0.00% | 28.15K shares | 2.04M | $64.19 | 28.15K |