INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR S&P Homebuilders ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$998,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-0.04%
quarter
SPDR S&P Homebuilders ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.25% | -46 shares | -3K | $54.69 | 18.24K |
Q2 2022 | share | Increase | +1.63% | 293 shares | -136K | $54.71 | 18.28K |
Q1 2022 | share | Increase | +0.06% | 10 shares | -406K | $63.2 | 17.99K |
Q4 2021 | share | Decrease | -0.39% | -70 shares | 247K | $85.05 | 17.98K |
Q3 2021 | share | 0.00% | 0 shares | -26K | $71.76 | 18.05K | |
Q2 2021 | share | Increase | +0.58% | 105 shares | 59K | $73.15 | 18.05K |
Q1 2021 | share | Increase | +7.42% | 1.24K shares | 300K | $70.19 | 17.94K |
Q4 2020 | share | Increase | +3.03% | 492 shares | 89K | $57.4 | 16.70K |
Q3 2020 | share | Increase | +1.57% | 251 shares | 173K | $53.54 | 16.21K |
Q2 2020 | share | Decrease | -0.47% | -75 shares | 223K | $43.55 | 15.96K |
Q1 2020 | share | Decrease | -3.72% | -619 shares | -280K | $29.48 | 16.04K |
Q4 2019 | share | Decrease | -1.48% | -251 shares | 13K | $44.84 | 16.66K |
Q3 2019 | share | Decrease | -0.59% | -100 shares | 36K | $43.34 | 16.91K |
Q2 2019 | share | Decrease | -6.35% | -1.15K shares | 9K | $40.87 | 17.01K |
Q1 2019 | share | Decrease | -3.59% | -676 shares | 87K | $37.71 | 18.16K |
Q4 2018 | share | Decrease | -5.22% | -1.03K shares | -153K | $31.74 | 18.84K |
Q3 2018 | share | Increase | +3.80% | 728 shares | 13K | $37.35 | 19.87K |
Q2 2018 | share | Increase | +2.60% | 485 shares | 25K | $38.34 | 19.15K |
Q1 2018 | share | Decrease | -1.35% | -255 shares | -113K | $39.45 | 18.66K |
Q4 2017 | share | Decrease | -1.92% | -371 shares | 77K | $42.72 | 18.92K |
Q3 2017 | share | Increase | +0.71% | 136 shares | 26K | $38.34 | 19.29K |
Q2 2017 | share | Increase | 0.00% | 19.15K shares | 738K | $37.03 | 19.15K |