INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Technology Select Sector SPDR Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.41M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.56%
quarter
Technology Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.41% | 82 shares | -159K | $118.78 | 20.31K |
| Q2 2022 | share | Decrease | -2.60% | -540 shares | -730K | $127.12 | 20.23K |
| Q1 2022 | share | Increase | +1.09% | 225 shares | -271K | $158.93 | 20.77K |
| Q4 2021 | share | Increase | +1.65% | 334 shares | 554K | $174.72 | 20.55K |
| Q3 2021 | share | Increase | +2.45% | 483 shares | 105K | $149.32 | 20.21K |
| Q2 2021 | share | Increase | +0.85% | 166 shares | 315K | $147.4 | 19.73K |
| Q1 2021 | share | Increase | +1.74% | 334 shares | 98K | $132.33 | 19.56K |
| Q4 2020 | share | Increase | +2.10% | 396 shares | 302K | $129.29 | 19.23K |
| Q3 2020 | share | Decrease | -3.43% | -670 shares | 160K | $115.77 | 18.83K |
| Q2 2020 | share | Increase | +0.07% | 14 shares | 472K | $103.43 | 19.50K |
| Q1 2020 | share | Decrease | -2.62% | -524 shares | -268K | $79.34 | 19.49K |
| Q4 2019 | share | Decrease | -2.63% | -541 shares | 179K | $90.02 | 20.01K |
| Q3 2019 | share | Decrease | -0.03% | -6 shares | 51K | $78.83 | 20.56K |
| Q2 2019 | share | Decrease | -0.58% | -119 shares | 74K | $76.15 | 20.56K |
| Q1 2019 | share | Increase | +16.95% | 2.99K shares | 435K | $71.95 | 20.68K |
| Q4 2018 | share | Decrease | -39.07% | -11.34K shares | -1.07M | $60.07 | 17.68K |
| Q3 2018 | share | Decrease | -10.13% | -3.27K shares | -63K | $72.69 | 29.02K |
| Q2 2018 | share | Decrease | -7.86% | -2.75K shares | -62K | $66.8 | 32.3K |
| Q1 2018 | share | Decrease | -37.69% | -21.20K shares | -1.32M | $62.69 | 35.05K |
| Q4 2017 | share | Increase | +41.98% | 16.63K shares | 1.28M | $61.09 | 56.25K |
| Q3 2017 | share | Decrease | -4.57% | -1.89K shares | 72K | $56.25 | 39.62K |
| Q2 2017 | share | Decrease | -33.26% | -20.69K shares | -394K | $51.89 | 41.52K |