INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Dell Technologies Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$615,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-26.05%
quarter
Dell Technologies Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.45% | -81 shares | -220K | $34.17 | 17.98K |
| Q2 2022 | share | Decrease | -1.45% | -266 shares | -85K | $46.21 | 18.06K |
| Q1 2022 | share | Decrease | -0.82% | -152 shares | -118K | $50.19 | 18.33K |
| Q4 2021 | share | Decrease | -49.39% | -18.03K shares | -888K | $56.51 | 18.48K |
| Q3 2021 | share | 0.00% | 0 shares | 81K | $52.73 | 36.51K | |
| Q2 2021 | share | Decrease | -0.16% | -57 shares | 211K | $50.52 | 36.51K |
| Q1 2021 | share | Increase | +0.51% | 187 shares | 282K | $44.68 | 36.57K |
| Q4 2020 | share | 0.00% | 0 shares | 104K | $37.15 | 36.38K | |
| Q3 2020 | share | Increase | +1.36% | 488 shares | 248K | $34.31 | 36.38K |
| Q2 2020 | share | Increase | +0.52% | 187 shares | 284K | $27.85 | 35.90K |
| Q1 2020 | share | Increase | +1.84% | 645 shares | -197K | $20.05 | 35.71K |
| Q4 2019 | share | Increase | +53.28% | 12.19K shares | 312K | $26.05 | 35.06K |
| Q3 2019 | share | Decrease | -5.47% | -1.32K shares | -22K | $26.28 | 22.87K |
| Q2 2019 | share | Decrease | -1.63% | -401 shares | -109K | $25.75 | 24.20K |
| Q1 2019 | share | Decrease | -0.97% | -241 shares | 117K | $29.75 | 24.60K |
| Q4 2018 | share | Increase | 0.00% | 24.84K shares | 615K | $24.77 | 24.84K |