INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR S&P Regional Banking ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$643,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+1.36%
quarter
SPDR S&P Regional Banking ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.55% | 271 shares | 25K | $58.88 | 10.91K |
| Q2 2022 | share | Increase | +3.35% | 345 shares | -92K | $58.09 | 10.64K |
| Q1 2022 | share | Increase | +1.75% | 177 shares | -7K | $68.9 | 10.29K |
| Q4 2021 | share | Increase | +2.86% | 281 shares | 50K | $70.87 | 10.12K |
| Q3 2021 | share | Increase | +0.37% | 36 shares | 25K | $67.75 | 9.84K |
| Q2 2021 | share | Increase | +2.73% | 261 shares | 9K | $65.17 | 9.80K |
| Q1 2021 | share | Increase | +6.51% | 583 shares | 168K | $65.66 | 9.54K |
| Q4 2020 | share | Increase | +50.08% | 2.99K shares | 252K | $51.15 | 8.96K |
| Q3 2020 | share | Increase | +13.71% | 720 shares | 11K | $34.86 | 5.97K |
| Q2 2020 | share | Decrease | -46.02% | -4.47K shares | -115K | $37.13 | 5.25K |
| Q1 2020 | share | Decrease | -4.28% | -435 shares | -275K | $31.24 | 9.72K |
| Q4 2019 | share | Decrease | -8.65% | -962 shares | 5K | $55.18 | 10.16K |
| Q3 2019 | share | Decrease | -17.96% | -2.43K shares | -137K | $49.7 | 11.12K |
| Q2 2019 | share | Decrease | -5.50% | -789 shares | -13K | $49.99 | 13.55K |
| Q1 2019 | share | Decrease | -13.09% | -2.16K shares | -35K | $47.74 | 14.34K |
| Q4 2018 | share | Increase | +7.88% | 1.20K shares | -150K | $43.3 | 16.50K |
| Q3 2018 | share | Decrease | -3.59% | -570 shares | -48K | $54.47 | 15.30K |
| Q2 2018 | share | Increase | +4.99% | 754 shares | 39K | $55.66 | 15.87K |
| Q1 2018 | share | Decrease | -48.87% | -14.44K shares | -859K | $54.89 | 15.11K |
| Q4 2017 | share | Increase | 0.00% | 29.56K shares | 1.79M | $53.32 | 29.56K |