INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR NYSE Technology ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$512,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-8.68%
quarter
SPDR NYSE Technology ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -49K | $94.12 | 5.44K | |
| Q2 2022 | share | 0.00% | 0 shares | -196K | $103.07 | 5.44K | |
| Q1 2022 | share | 0.00% | 0 shares | -145K | $139.01 | 5.44K | |
| Q4 2021 | share | 0.00% | 0 shares | 51K | $166.84 | 5.44K | |
| Q3 2021 | share | 0.00% | 0 shares | -15K | $156.41 | 5.44K | |
| Q2 2021 | share | Decrease | -2.98% | -167 shares | 54K | $158.96 | 5.44K |
| Q1 2021 | share | 0.00% | 0 shares | 19K | $144.5 | 5.61K | |
| Q4 2020 | share | Decrease | -0.18% | -10 shares | 126K | $140.97 | 5.61K |
| Q3 2020 | share | 0.00% | 0 shares | 109K | $118.33 | 5.62K | |
| Q2 2020 | share | 0.00% | 0 shares | 147K | $98.99 | 5.62K | |
| Q1 2020 | share | Decrease | -4.91% | -290 shares | -72K | $72.81 | 5.62K |
| Q4 2019 | share | 0.00% | 0 shares | 53K | $81.07 | 5.91K | |
| Q3 2019 | share | Decrease | -3.84% | -236 shares | -17K | $72.13 | 5.91K |
| Q2 2019 | share | Decrease | -6.47% | -425 shares | -21K | $71.88 | 6.14K |
| Q1 2019 | share | Increase | +2.37% | 152 shares | 86K | $70.34 | 6.57K |
| Q4 2018 | share | Increase | 0.00% | 6.41K shares | 382K | $58.71 | 6.41K |
| Q3 2017 | share | Decrease | -100.00% | -6.18K shares | -453K | $58.35 | 0 |
| Q2 2017 | share | Increase | 0.00% | 6.18K shares | 453K | $53.87 | 6.18K |