INSTITUTE FOR WEALTH MANAGEMENT, LLC. – FactSet Research Systems Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$698,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+4.04%
quarter
FactSet Research Systems Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.62% | 61 shares | 50K | $400.11 | 1.74K |
| Q2 2022 | share | Decrease | -1.86% | -32 shares | -98K | $384.57 | 1.68K |
| Q1 2022 | share | Increase | +0.41% | 7 shares | -85K | $434.15 | 1.71K |
| Q4 2021 | share | Decrease | -27.05% | -634 shares | -94K | $484.74 | 1.71K |
| Q3 2021 | share | Increase | +14.45% | 296 shares | 238K | $394.09 | 2.34K |
| Q2 2021 | share | Increase | +7.68% | 146 shares | 100K | $334.3 | 2.04K |
| Q1 2021 | share | Increase | +16.83% | 274 shares | 46K | $306.63 | 1.90K |
| Q4 2020 | share | Increase | +7.60% | 115 shares | 34K | $329.53 | 1.62K |
| Q3 2020 | share | Increase | +24.02% | 293 shares | 106K | $331.1 | 1.51K |
| Q2 2020 | share | Increase | 0.00% | 1.22K shares | 401K | $324.05 | 1.22K |