INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Health Care Select Sector SPDR Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$525,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.56%
quarter
Health Care Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.01% | -482 shares | -93K | $121.11 | 4.33K |
| Q2 2022 | share | Decrease | -13.40% | -745 shares | -144K | $128.24 | 4.81K |
| Q1 2022 | share | Increase | +0.07% | 4 shares | -21K | $136.99 | 5.56K |
| Q4 2021 | share | Increase | +10.59% | 532 shares | 143K | $141.49 | 5.55K |
| Q3 2021 | share | Decrease | -5.33% | -283 shares | -29K | $127.3 | 5.02K |
| Q2 2021 | share | Decrease | -0.54% | -29 shares | 46K | $125.5 | 5.30K |
| Q1 2021 | share | Increase | +4.38% | 224 shares | 43K | $115.88 | 5.33K |
| Q4 2020 | share | Increase | +2.59% | 129 shares | 54K | $112.22 | 5.11K |
| Q3 2020 | share | Increase | +6.98% | 325 shares | 60K | $103.91 | 4.98K |
| Q2 2020 | share | Decrease | -1.90% | -90 shares | 45K | $98.18 | 4.65K |
| Q1 2020 | share | Decrease | -9.40% | -493 shares | -113K | $86.54 | 4.74K |
| Q4 2019 | share | Increase | 0.00% | 5.24K shares | 534K | $99.01 | 5.24K |
| Q3 2019 | share | Decrease | -100.00% | -3.06K shares | -284K | $86.68 | 0 |
| Q2 2019 | share | Decrease | -53.21% | -3.48K shares | -317K | $88.73 | 3.06K |
| Q1 2019 | share | Decrease | -18.21% | -1.45K shares | -91K | $87.51 | 6.54K |
| Q4 2018 | share | Increase | 0.00% | 8.00K shares | 692K | $82.2 | 8.00K |
| Q1 2018 | share | Decrease | -100.00% | -7.45K shares | -617K | $76.41 | 0 |
| Q4 2017 | share | Increase | +63.46% | 2.89K shares | 244K | $77.34 | 7.45K |
| Q3 2017 | share | Decrease | -53.70% | -5.29K shares | -406K | $76.15 | 4.56K |
| Q2 2017 | share | Increase | 0.00% | 9.85K shares | 779K | $73.56 | 9.85K |