INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Energy Select Sector SPDR Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.83M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.38% | -98 shares | 6K | $72.02 | 25.49K |
| Q2 2022 | share | Increase | +2.94% | 731 shares | -70K | $71.51 | 25.58K |
| Q1 2022 | share | Increase | +0.17% | 42 shares | 523K | $76.44 | 24.85K |
| Q4 2021 | share | Increase | +8.73% | 1.99K shares | 188K | $55.36 | 24.81K |
| Q3 2021 | share | Increase | +7.48% | 1.58K shares | 45K | $52.09 | 22.82K |
| Q2 2021 | share | Increase | +0.34% | 73 shares | 106K | $53.2 | 21.23K |
| Q1 2021 | share | Increase | +13.42% | 2.50K shares | 331K | $47.98 | 21.16K |
| Q4 2020 | share | Increase | +34.10% | 4.74K shares | 290K | $36.67 | 18.65K |
| Q3 2020 | share | Decrease | -11.29% | -1.77K shares | -177K | $28.59 | 13.91K |
| Q2 2020 | share | Decrease | -2.51% | -403 shares | 127K | $35.53 | 15.68K |
| Q1 2020 | share | Increase | +11.82% | 1.7K shares | -397K | $26.93 | 16.08K |
| Q4 2019 | share | Decrease | -23.13% | -4.33K shares | -244K | $54.34 | 14.38K |
| Q3 2019 | share | Decrease | -5.68% | -1.12K shares | -156K | $51.52 | 18.71K |
| Q2 2019 | share | Decrease | -1.55% | -312 shares | -69K | $54.95 | 19.84K |
| Q1 2019 | share | Decrease | -2.63% | -545 shares | 146K | $56.51 | 20.15K |
| Q4 2018 | share | Decrease | -12.41% | -2.93K shares | -614K | $48.64 | 20.70K |
| Q3 2018 | share | Decrease | -6.06% | -1.52K shares | -117K | $63.63 | 23.63K |
| Q2 2018 | share | Increase | +8.57% | 1.98K shares | 222K | $63.37 | 25.16K |
| Q1 2018 | share | Decrease | -3.53% | -847 shares | -46K | $55.86 | 23.17K |
| Q4 2017 | share | Increase | +5.57% | 1.26K shares | 191K | $59.46 | 24.02K |
| Q3 2017 | share | Decrease | -5.90% | -1.42K shares | -4K | $55.98 | 22.75K |
| Q2 2017 | share | Increase | 0.00% | 24.18K shares | 1.55M | $52.38 | 24.18K |