INSTITUTE FOR WEALTH MANAGEMENT, LLC. – SPDR MSCI EAFE Fossil Fuel Reserves Free ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.21M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-10.64%
quarter
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.05% | 1.36K shares | -55K | $58.51 | 20.79K |
| Q2 2022 | share | Increase | +1.09% | 210 shares | -206K | $65.48 | 19.42K |
| Q1 2022 | share | Increase | +5.39% | 983 shares | -52K | $76.93 | 19.21K |
| Q4 2021 | share | Increase | +15.73% | 2.47K shares | 228K | $83.91 | 18.23K |
| Q3 2021 | share | Increase | +12.59% | 1.76K shares | 133K | $82.65 | 15.75K |
| Q2 2021 | share | Increase | +4.24% | 569 shares | 91K | $83.53 | 13.99K |
| Q1 2021 | share | Increase | +4.43% | 570 shares | 76K | $79.24 | 13.42K |
| Q4 2020 | share | Increase | +37.11% | 3.47K shares | 361K | $76.92 | 12.85K |
| Q3 2020 | share | Increase | +154.11% | 5.68K shares | 402K | $66.94 | 9.37K |
| Q2 2020 | share | Increase | 0.00% | 3.68K shares | 239K | $63.5 | 3.68K |