INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR S&P Biotech ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$714,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+6.80%
quarter
SPDR S&P Biotech ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.89% | 253 shares | 64K | $79.32 | 9.00K |
| Q2 2022 | share | Increase | +51.34% | 2.96K shares | 130K | $74.27 | 8.74K |
| Q1 2022 | share | Increase | 0.00% | 5.78K shares | 520K | $89.88 | 5.78K |
| Q1 2020 | share | Decrease | -100.00% | -160 shares | -15K | $77.26 | 0 |
| Q4 2019 | share | Increase | 0.00% | 160 shares | 15K | $94.88 | 160 |
| Q2 2019 | share | Decrease | -100.00% | -2.26K shares | -205K | $87.5 | 0 |
| Q1 2019 | share | Increase | 0.00% | 2.26K shares | 205K | $90.32 | 2.26K |
| Q3 2017 | share | Decrease | -100.00% | -2.82K shares | -218K | $86.14 | 0 |
| Q2 2017 | share | Increase | 0.00% | 2.82K shares | 218K | $76.76 | 2.82K |