INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Dow Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$542,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-14.88%
quarter
Dow Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.31% | -38 shares | -96K | $43.93 | 12.33K |
| Q2 2022 | share | Decrease | -0.05% | -6 shares | -150K | $51.61 | 12.36K |
| Q1 2022 | share | Decrease | -0.93% | -116 shares | 80K | $63.72 | 12.37K |
| Q4 2021 | share | Increase | +1.10% | 136 shares | -3K | $56.78 | 12.49K |
| Q3 2021 | share | Decrease | -0.53% | -66 shares | -75K | $56.86 | 12.35K |
| Q2 2021 | share | Decrease | -0.38% | -48 shares | -11K | $61.83 | 12.42K |
| Q1 2021 | share | Increase | +0.14% | 17 shares | 106K | $61.85 | 12.46K |
| Q4 2020 | share | Increase | +9.64% | 1.09K shares | 157K | $53.08 | 12.45K |
| Q3 2020 | share | Decrease | -0.75% | -86 shares | 68K | $44.44 | 11.35K |
| Q2 2020 | share | Increase | +1.45% | 163 shares | 136K | $37.92 | 11.44K |
| Q1 2020 | share | Increase | +10.01% | 1.02K shares | -231K | $26.72 | 11.27K |
| Q4 2019 | share | Decrease | -31.16% | -4.64K shares | -149K | $49.14 | 10.25K |
| Q3 2019 | share | Decrease | -16.65% | -2.97K shares | -171K | $42.24 | 14.89K |
| Q2 2019 | share | Increase | 0.00% | 17.87K shares | 881K | $43 | 17.87K |