INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Industrial Select Sector SPDR Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.16M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.15%
quarter
Industrial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.05% | 18 shares | -171K | $82.84 | 38.21K |
| Q2 2022 | share | Increase | +1.43% | 538 shares | -542K | $87.34 | 38.19K |
| Q1 2022 | share | Increase | +5.97% | 2.12K shares | 118K | $102.98 | 37.65K |
| Q4 2021 | share | Decrease | -3.22% | -1.18K shares | 168K | $105.36 | 35.53K |
| Q3 2021 | share | Increase | +3.84% | 1.35K shares | -29K | $97.84 | 36.71K |
| Q2 2021 | share | Increase | +2.05% | 709 shares | 210K | $102.07 | 35.35K |
| Q1 2021 | share | Increase | +0.22% | 77 shares | 350K | $97.83 | 34.64K |
| Q4 2020 | share | Increase | +5.88% | 1.92K shares | 548K | $87.72 | 34.57K |
| Q3 2020 | share | Increase | +1.03% | 333 shares | 293K | $75.94 | 32.65K |
| Q2 2020 | share | Increase | +3.09% | 970 shares | 370K | $67.5 | 32.31K |
| Q1 2020 | share | Decrease | -8.01% | -2.73K shares | -926K | $57.72 | 31.34K |
| Q4 2019 | share | Increase | +15.90% | 4.67K shares | 494K | $79.05 | 34.07K |
| Q3 2019 | share | Decrease | -14.38% | -4.94K shares | -377K | $74.96 | 29.40K |
| Q2 2019 | share | Increase | +3.17% | 1.05K shares | 162K | $74.36 | 34.34K |
| Q1 2019 | share | Increase | +8.23% | 2.53K shares | 516K | $71.75 | 33.28K |
| Q4 2018 | share | Decrease | -5.91% | -1.93K shares | -592K | $61.24 | 30.75K |
| Q3 2018 | share | Decrease | -5.23% | -1.80K shares | 94K | $74.07 | 32.68K |
| Q2 2018 | share | Increase | +0.62% | 213 shares | -4K | $67.35 | 34.49K |
| Q1 2018 | share | Decrease | -18.35% | -7.70K shares | -722K | $69.58 | 34.27K |
| Q4 2017 | share | Increase | +22.01% | 7.57K shares | 753K | $70.58 | 41.98K |
| Q3 2017 | share | Decrease | -1.70% | -595 shares | 78K | $65.87 | 34.41K |
| Q2 2017 | share | Increase | 0.00% | 35.00K shares | 2.37M | $62.91 | 35.00K |