INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
832,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.81% | -1.45K shares | -98K | 17.21K | |
| Q2 2022 | share | Decrease | -0.61% | -114 shares | -49K | 18.67K | |
| Q1 2022 | share | Decrease | -0.79% | -149 shares | -54K | 18.78K | |
| Q4 2021 | share | Increase | +0.30% | 57 shares | -6K | 18.93K | |
| Q3 2021 | share | Decrease | -2.83% | -549 shares | -32K | 18.88K | |
| Q2 2021 | share | Decrease | -0.52% | -101 shares | 0 | 19.43K | |
| Q1 2021 | share | Decrease | -41.94% | -14.10K shares | -820K | 19.53K | |
| Q4 2020 | share | Increase | +6.42% | 2.03K shares | 132K | 33.63K | |
| Q3 2020 | share | Increase | +2.78% | 856 shares | 47K | 31.60K | |
| Q2 2020 | share | Decrease | -3.58% | -1.14K shares | -32K | 30.75K | |
| Q1 2020 | share | Increase | +2.99% | 926 shares | 47K | 31.89K | |
| Q4 2019 | share | Decrease | -2.89% | -923 shares | -82K | 30.96K | |
| Q3 2019 | share | Increase | +347.84% | 24.77K shares | 1.39M | 31.89K | |
| Q2 2019 | share | Increase | 0.00% | 7.12K shares | 388K | 7.12K |