INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.08M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-3.44%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.44% | -113 shares | -55K | $140.78 | 7.70K |
| Q2 2022 | share | Decrease | -0.34% | -27 shares | -133K | $145.79 | 7.82K |
| Q1 2022 | share | Decrease | -1.01% | -80 shares | -228K | $162.13 | 7.84K |
| Q4 2021 | share | Increase | +5.35% | 403 shares | -20K | $190.32 | 7.92K |
| Q3 2021 | share | Increase | +5.19% | 371 shares | 78K | $202.14 | 7.52K |
| Q2 2021 | share | Increase | +4.47% | 306 shares | 241K | $201.67 | 7.15K |
| Q1 2021 | share | Increase | +1.89% | 127 shares | 61K | $175.44 | 6.84K |
| Q4 2020 | share | Increase | +2.30% | 151 shares | 76K | $169.69 | 6.72K |
| Q3 2020 | share | Increase | +6.16% | 381 shares | 56K | $161.52 | 6.57K |
| Q2 2020 | share | Increase | +3.75% | 224 shares | 245K | $162.37 | 6.19K |
| Q1 2020 | share | Increase | +1.76% | 103 shares | -53K | $127.56 | 5.96K |
| Q4 2019 | share | Increase | +17.85% | 888 shares | 230K | $138.94 | 5.86K |
| Q3 2019 | share | 0.00% | 0 shares | -55K | $117.19 | 4.97K | |
| Q2 2019 | share | Decrease | -2.45% | -125 shares | -13K | $128.1 | 4.97K |
| Q1 2019 | share | Decrease | -1.35% | -70 shares | 83K | $127.63 | 5.1K |
| Q4 2018 | share | Increase | 0.00% | 5.17K shares | 572K | $109.97 | 5.17K |