INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Consumer Discretionary Select Sector SPDR Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$706,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+3.62%
quarter
Consumer Discretionary Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.06% | -3 shares | 24K | $142.45 | 4.95K |
| Q2 2022 | share | Decrease | -0.96% | -48 shares | -244K | $137.48 | 4.95K |
| Q1 2022 | share | Decrease | -21.92% | -1.40K shares | -385K | $185 | 5.00K |
| Q4 2021 | share | Increase | +2.46% | 154 shares | 188K | $204.93 | 6.41K |
| Q3 2021 | share | Decrease | -3.02% | -195 shares | -29K | $179.45 | 6.25K |
| Q2 2021 | share | Decrease | -0.43% | -28 shares | 63K | $178.28 | 6.45K |
| Q1 2021 | share | Decrease | -4.13% | -279 shares | 2K | $167.57 | 6.48K |
| Q4 2020 | share | Increase | +7.57% | 476 shares | 163K | $160.05 | 6.76K |
| Q3 2020 | share | Decrease | -1.55% | -99 shares | 109K | $146.03 | 6.28K |
| Q2 2020 | share | Increase | +6.01% | 362 shares | 224K | $126.62 | 6.38K |
| Q1 2020 | share | Decrease | -16.13% | -1.15K shares | -310K | $97.02 | 6.02K |
| Q4 2019 | share | Decrease | -4.30% | -323 shares | -5K | $123.46 | 7.18K |
| Q3 2019 | share | Decrease | -2.04% | -156 shares | -7K | $118.42 | 7.50K |
| Q2 2019 | share | Increase | +54.92% | 2.71K shares | 350K | $116.56 | 7.65K |
| Q1 2019 | share | Decrease | -40.58% | -3.37K shares | -261K | $110.95 | 4.94K |
| Q4 2018 | share | Increase | 0.00% | 8.32K shares | 824K | $96.16 | 8.32K |
| Q2 2018 | share | Decrease | -100.00% | -8.48K shares | -883K | $105.41 | 0 |
| Q1 2018 | share | Increase | +131.57% | 4.82K shares | 521K | $97.43 | 8.48K |
| Q4 2017 | share | Decrease | -1.74% | -65 shares | 26K | $94.65 | 3.66K |
| Q3 2017 | share | Decrease | -62.05% | -6.09K shares | -548K | $86.1 | 3.73K |
| Q2 2017 | share | Decrease | -32.29% | -4.68K shares | -251K | $85.37 | 9.82K |