INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Block, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.41M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-10.53%
quarter
Block, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.32% | 585 shares | -131K | $54.99 | 25.8K |
| Q2 2022 | share | Increase | +0.47% | 117 shares | -1.85M | $61.46 | 25.21K |
| Q1 2022 | share | Increase | +33.29% | 6.26K shares | 362K | $135.6 | 25.09K |
| Q4 2021 | share | Increase | +3.55% | 645 shares | -1.32M | $165.34 | 18.83K |
| Q3 2021 | share | Increase | +0.53% | 96 shares | -49K | $239.84 | 18.18K |
| Q2 2021 | share | Increase | +5.28% | 907 shares | 509K | $243.8 | 18.08K |
| Q1 2021 | share | Increase | +1.55% | 263 shares | 219K | $227.05 | 17.18K |
| Q4 2020 | share | Decrease | -2.25% | -389 shares | 869K | $217.64 | 16.91K |
| Q3 2020 | share | Increase | +5.25% | 864 shares | 1.08M | $162.55 | 17.30K |
| Q2 2020 | share | Increase | +2.19% | 353 shares | 883K | $104.94 | 16.44K |
| Q1 2020 | share | Increase | +28.47% | 3.56K shares | 59K | $52.38 | 16.09K |
| Q4 2019 | share | Decrease | -6.20% | -828 shares | -43K | $62.56 | 12.52K |
| Q3 2019 | share | Decrease | -4.28% | -597 shares | -185K | $61.95 | 13.35K |
| Q2 2019 | share | Decrease | -11.02% | -1.72K shares | -162K | $72.53 | 13.95K |
| Q1 2019 | share | Increase | 0.00% | 15.67K shares | 1.17M | $74.92 | 15.67K |