INSTITUTE FOR WEALTH MANAGEMENT, LLC. – The Goldman Sachs Group, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.17M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.34%
quarter
The Goldman Sachs Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.29% | -1.38K shares | -453K | $293.05 | 10.83K |
| Q2 2022 | share | Increase | +4.84% | 564 shares | -218K | $297.02 | 12.21K |
| Q1 2022 | share | Increase | +23.43% | 2.21K shares | 235K | $330.1 | 11.65K |
| Q4 2021 | share | Increase | +0.71% | 67 shares | 68K | $385.52 | 9.44K |
| Q3 2021 | share | Decrease | -0.54% | -51 shares | -33K | $376.03 | 9.37K |
| Q2 2021 | share | Increase | +1.49% | 138 shares | 540K | $375.71 | 9.42K |
| Q1 2021 | share | Decrease | -0.82% | -77 shares | 567K | $322.62 | 9.28K |
| Q4 2020 | share | Increase | +3.22% | 292 shares | 647K | $259.2 | 9.36K |
| Q3 2020 | share | Decrease | -1.57% | -145 shares | 1K | $196.47 | 9.07K |
| Q2 2020 | share | Increase | +10.16% | 850 shares | 528K | $192.03 | 9.21K |
| Q1 2020 | share | Increase | +14.46% | 1.05K shares | -387K | $149.26 | 8.36K |
| Q4 2019 | share | Increase | +3.38% | 239 shares | 215K | $220.64 | 7.31K |
| Q3 2019 | share | Decrease | -5.71% | -428 shares | -69K | $197.74 | 7.07K |
| Q2 2019 | call | Decrease | -100.00% | -100M shares | -12K | $194.03 | 0 |
| Q2 2019 | share | Increase | +6.02% | 426 shares | 177K | $194.03 | 7.5K |
| Q1 2019 | call | Increase | 0.00% | 100M shares | 12K | $181.26 | 100M |
| Q1 2019 | share | Increase | +5.98% | 399 shares | 243K | $181.26 | 7.07K |
| Q4 2018 | share | Increase | 0.00% | 6.67K shares | 1.11M | $157.08 | 6.67K |
| Q3 2017 | share | Decrease | -100.00% | -4.40K shares | -974K | $219.3 | 0 |
| Q2 2017 | share | Increase | 0.00% | 4.40K shares | 974K | $204.47 | 4.40K |