INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
849,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.74% | -916 shares | -83K | 18.42K | |
| Q2 2022 | share | Decrease | -0.67% | -131 shares | -250K | 19.33K | |
| Q1 2022 | share | Decrease | -8.07% | -1.71K shares | -270K | 19.46K | |
| Q4 2021 | share | Increase | +37.45% | 5.77K shares | 443K | 21.17K | |
| Q3 2021 | share | Increase | +7.01% | 1.01K shares | 80K | 15.40K | |
| Q2 2021 | share | Increase | +88.35% | 6.75K shares | 486K | 14.39K | |
| Q1 2021 | share | Increase | 0.00% | 7.64K shares | 443K | 7.64K |