INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR S&P 500 Fossil Fuel Reserves Free ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.19M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.52%
quarter
SPDR S&P 500 Fossil Fuel Reserves Free ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.86% | 1.70K shares | -30K | $87.15 | 36.71K |
| Q2 2022 | share | Decrease | -0.02% | -8 shares | -659K | $92.24 | 35.00K |
| Q1 2022 | share | Increase | +1.66% | 572 shares | -166K | $111.02 | 35.01K |
| Q4 2021 | share | Increase | +12.97% | 3.95K shares | 815K | $117.99 | 34.44K |
| Q3 2021 | share | Increase | +10.25% | 2.83K shares | 304K | $106.23 | 30.49K |
| Q2 2021 | share | Increase | +3.61% | 964 shares | 314K | $105.88 | 27.65K |
| Q1 2021 | share | Increase | +5.12% | 1.3K shares | 260K | $97.69 | 26.69K |
| Q4 2020 | share | Increase | +35.70% | 6.68K shares | 798K | $92.19 | 25.39K |
| Q3 2020 | share | Increase | +148.27% | 11.17K shares | 988K | $82.52 | 18.71K |
| Q2 2020 | share | Increase | 0.00% | 7.53K shares | 575K | $75.15 | 7.53K |
| Q1 2020 | share | Decrease | -100.00% | -757 shares | -60K | $62.63 | 0 |
| Q4 2019 | share | Increase | 0.00% | 757 shares | 60K | $76.89 | 757 |