INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Financial Select Sector SPDR Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.70M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.20% | 1.05K shares | -64K | $30.36 | 89.06K |
| Q2 2022 | share | Increase | +1.87% | 1.61K shares | -543K | $31.45 | 88.01K |
| Q1 2022 | share | Increase | +1.49% | 1.27K shares | -13K | $38.32 | 86.39K |
| Q4 2021 | share | Increase | +3.45% | 2.83K shares | 236K | $39.12 | 85.12K |
| Q3 2021 | share | Increase | +5.33% | 4.16K shares | 222K | $37.53 | 82.29K |
| Q2 2021 | share | Increase | +1.19% | 921 shares | 237K | $36.53 | 78.12K |
| Q1 2021 | share | Increase | +7.89% | 5.64K shares | 520K | $33.77 | 77.20K |
| Q4 2020 | share | Decrease | -1.30% | -943 shares | 364K | $29.11 | 71.55K |
| Q3 2020 | share | Increase | +0.53% | 382 shares | 76K | $23.64 | 72.49K |
| Q2 2020 | share | Increase | +3.20% | 2.23K shares | 214K | $22.6 | 72.11K |
| Q1 2020 | share | Decrease | -7.16% | -5.38K shares | -862K | $20.2 | 69.87K |
| Q4 2019 | share | Decrease | -2.06% | -1.58K shares | 165K | $29.6 | 75.26K |
| Q3 2019 | share | Decrease | -2.35% | -1.84K shares | -20K | $26.79 | 76.84K |
| Q2 2019 | share | Increase | +1.75% | 1.35K shares | 184K | $26.27 | 78.69K |
| Q1 2019 | share | Increase | +11.66% | 8.07K shares | 338K | $24.35 | 77.34K |
| Q4 2018 | share | Decrease | -5.93% | -4.36K shares | -420K | $22.45 | 69.26K |
| Q3 2018 | share | Decrease | -6.30% | -4.94K shares | -10K | $25.82 | 73.62K |
| Q2 2018 | share | Increase | +1.14% | 886 shares | -40K | $24.79 | 78.57K |
| Q1 2018 | share | Decrease | -1.45% | -1.14K shares | -99K | $25.59 | 77.68K |
| Q4 2017 | share | Increase | +4.08% | 3.08K shares | 261K | $25.81 | 78.83K |
| Q3 2017 | share | Decrease | -1.15% | -882 shares | 93K | $23.81 | 75.74K |
| Q2 2017 | share | Increase | +59.34% | 28.53K shares | 719K | $22.62 | 76.62K |