INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR S&P MIDCAP 400 ETF Trust Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$594,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.07% | 1 shares | -17K | $401.66 | 1.47K |
| Q2 2022 | share | 0.00% | 0 shares | -114K | $413.49 | 1.47K | |
| Q1 2022 | share | Decrease | -10.59% | -175 shares | -131K | $490.45 | 1.47K |
| Q4 2021 | share | Increase | +14.08% | 204 shares | 159K | $517.09 | 1.65K |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $480.88 | 1.44K | |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $489.69 | 1.44K | |
| Q1 2021 | share | Increase | +0.07% | 1 shares | 82K | $473.49 | 1.44K |
| Q4 2020 | share | Increase | +13.30% | 170 shares | 175K | $416.91 | 1.44K |
| Q3 2020 | share | Decrease | -1.24% | -16 shares | 13K | $335.23 | 1.27K |
| Q2 2020 | share | Increase | +7.21% | 87 shares | 103K | $320.07 | 1.29K |
| Q1 2020 | share | Increase | +2.12% | 25 shares | -127K | $258.41 | 1.20K |
| Q4 2019 | share | 0.00% | 0 shares | 27K | $367.22 | 1.18K | |
| Q3 2019 | share | Increase | +74.85% | 506 shares | 177K | $343.48 | 1.18K |
| Q2 2019 | share | Decrease | -46.77% | -594 shares | -199K | $344.21 | 676 |
| Q1 2019 | share | Decrease | -1.24% | -16 shares | 50K | $334.01 | 1.27K |
| Q4 2018 | share | Increase | 0.00% | 1.28K shares | 389K | $291.94 | 1.28K |