INSTITUTE FOR WEALTH MANAGEMENT, LLC. – MSCI Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$547,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+2.34%
quarter
MSCI Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.88% | 72 shares | 43K | $421.79 | 1.29K |
| Q2 2022 | share | Increase | +2.09% | 25 shares | -99K | $412.15 | 1.22K |
| Q1 2022 | share | Increase | +2.57% | 30 shares | -113K | $502.88 | 1.19K |
| Q4 2021 | share | Decrease | -2.99% | -36 shares | -17K | $612.54 | 1.16K |
| Q3 2021 | share | Increase | +17.33% | 178 shares | 186K | $607.36 | 1.20K |
| Q2 2021 | share | Increase | +9.37% | 88 shares | 153K | $531.33 | 1.02K |
| Q1 2021 | share | Increase | +15.78% | 128 shares | 32K | $417.2 | 939 |
| Q4 2020 | share | Increase | 0.00% | 811 shares | 362K | $443.53 | 811 |