INSTITUTE FOR WEALTH MANAGEMENT, LLC. – FlexShares High Yield Value-Scored Bond Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$483,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-3.22%
quarter
FlexShares High Yield Value-Scored Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.96% | -2.34K shares | -111K | $39.09 | 12.36K |
| Q2 2022 | share | Decrease | -3.78% | -578 shares | -114K | $40.39 | 14.71K |
| Q1 2022 | share | Decrease | -16.01% | -2.91K shares | -184K | $46.32 | 15.29K |
| Q4 2021 | share | Increase | +12.36% | 2.00K shares | 84K | $49.05 | 18.20K |
| Q3 2021 | share | Increase | +4.70% | 727 shares | 32K | $49.21 | 16.20K |
| Q2 2021 | share | Decrease | -0.73% | -114 shares | 4K | $48.91 | 15.47K |
| Q1 2021 | share | Decrease | -4.24% | -691 shares | -28K | $47.66 | 15.59K |
| Q4 2020 | share | Decrease | -8.35% | -1.48K shares | -26K | $46.83 | 16.28K |
| Q3 2020 | share | Increase | +4.60% | 782 shares | 63K | $43.33 | 17.76K |
| Q2 2020 | share | Increase | +247.11% | 12.09K shares | 563K | $41.18 | 16.98K |
| Q1 2020 | share | Increase | +2.00% | 96 shares | -33K | $36.93 | 4.89K |
| Q4 2019 | share | Increase | 0.00% | 4.79K shares | 233K | $43.35 | 4.79K |