INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.83M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.80% | -557 shares | -182K | $55.81 | 68.67K |
| Q2 2022 | share | Decrease | -1.60% | -1.12K shares | -1.24M | $57.99 | 69.23K |
| Q1 2022 | share | Decrease | -1.72% | -1.23K shares | -598K | $74.82 | 70.36K |
| Q4 2021 | share | Decrease | -0.51% | -184 shares | 533K | $165.03 | 35.79K |
| Q3 2021 | share | Decrease | -1.05% | -382 shares | 21K | $148.09 | 35.98K |
| Q2 2021 | share | Decrease | -0.32% | -117 shares | 573K | $145.82 | 36.36K |
| Q1 2021 | share | Decrease | -1.11% | -409 shares | -2K | $129.53 | 36.48K |
| Q4 2020 | share | Increase | +1.81% | 655 shares | 564K | $128.03 | 36.89K |
| Q3 2020 | share | Increase | +0.05% | 17 shares | 495K | $114.67 | 36.23K |
| Q2 2020 | share | Increase | +0.28% | 102 shares | 801K | $100.94 | 36.21K |
| Q1 2020 | share | Decrease | -0.05% | -17 shares | -480K | $79.05 | 36.11K |
| Q4 2019 | share | Decrease | -0.02% | -6 shares | 321K | $92.01 | 36.13K |
| Q3 2019 | share | Increase | +0.14% | 50 shares | 33K | $83.02 | 36.13K |
| Q2 2019 | share | Decrease | -2.09% | -772 shares | 75K | $82.02 | 36.08K |
| Q1 2019 | share | Increase | 0.00% | 36.86K shares | 2.92M | $78.11 | 36.86K |
| Q4 2018 | share | Decrease | -100.00% | -37.58K shares | -3.05M | $67.65 | 0 |
| Q3 2018 | share | Increase | +0.31% | 118 shares | 195K | $80.25 | 37.58K |
| Q2 2018 | share | Decrease | -0.77% | -290 shares | 132K | $74 | 37.46K |
| Q1 2018 | share | Decrease | -2.29% | -886 shares | -27K | $69.87 | 37.75K |
| Q4 2017 | share | Decrease | -4.16% | -1.67K shares | 81K | $68.76 | 38.63K |
| Q3 2017 | share | Decrease | -1.53% | -626 shares | 96K | $64.09 | 40.31K |
| Q2 2017 | share | Increase | 0.00% | 40.94K shares | 2.57M | $61.1 | 40.94K |