Institute For Wealth Management, Llc. Spdr Bloomberg Convertible Sec Transaction History

Institute For Wealth Management, Llc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	SELL	$71.53 - $82.66 $189,769 - $219,296	-2,653 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$80.7 - $89.51 $214,097 - $237,470	2,653 New	2,653 $220,000
Q3 2020 Nov 03, 2020	SELL	$60.93 - $71.38 $685,584 - $803,167	-11,252 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$45.25 - $60.5 $2,398 - $3,206	-53 Reduced 0.47%	11,252 $681,000
Q1 2020 Apr 29, 2020	SELL	$40.96 - $60.38 $33,914 - $49,994	-828 Reduced 6.82%	11,305 $541,000
Q4 2019 Feb 27, 2020	BUY	$51.66 - $55.76 $592,023 - $639,009	11,460 Added 1702.82%	12,133 $673,000
Q4 2019 Jan 27, 2020	SELL	$51.66 - $55.76 $856,264 - $924,222	-16,575 Reduced 96.1%	673 $673,000
Q3 2019 Oct 28, 2019	BUY	$52.13 - $53.3 $389,098 - $397,831	7,464 Added 76.29%	17,248 $905,000
Q2 2019 Aug 02, 2019	BUY	N/A	252 Added 2.64%	9,784 $517,000
Q1 2019 May 15, 2019	BUY	N/A	284 Added 3.07%	9,532 $498,000
Q4 2018 Feb 08, 2019	BUY	N/A	9,248 New	9,248 $433,000
Q1 2018 May 15, 2018	SELL	N/A	-11,082 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	466 Added 4.39%	11,082 $560,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,164 Added 12.31%	10,616 $544,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,452	9,452 $466,000

500

30.4M

1.3K

200

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