Institute For Wealth Management, Llc. First Tr Fd Dow Jones Transaction History

Institute For Wealth Management, Llc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$122.23 - $195.51 $159,387 - $254,945	-1,304 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$219.19 - $250.48 $7,671 - $8,766	-35 Reduced 2.61%	1,304 $295,000
Q3 2021 Nov 15, 2021	BUY	$235.18 - $252.25 $12,934 - $13,873	55 Added 4.28%	1,339 $316,000
Q1 2021 May 04, 2021	BUY	$206.49 - $243.18 $32,005 - $37,692	155 Added 13.73%	1,284 $280,000
Q4 2020 Feb 01, 2021	SELL	$186.35 - $219.82 $13,230 - $15,607	-71 Reduced 5.92%	1,129 $240,000

Q3 2020 Nov 03, 2020	SELL	$174.48 - $206.48 $253,344 - $299,808	-1,452 Reduced 54.75%	1,200 $226,000
Q2 2020 Jul 30, 2020	BUY	$117.99 - $172.68 $86,722 - $126,919	735 Added 38.34%	2,652 $452,000
Q1 2020 Apr 29, 2020	SELL	$107.38 - $154.58 $16,214 - $23,341	-151 Reduced 7.3%	1,917 $237,000
Q4 2019 Feb 27, 2020	BUY	$129.54 - $140.43 $230,581 - $249,965	1,780 Added 618.06%	2,068 $288,000
Q4 2019 Jan 27, 2020	BUY	$129.54 - $140.43 $37,307 - $40,443	288 New	288 $288,000
Q2 2019 Aug 02, 2019	SELL	$132.96 - $149.21 $205,423 - $230,529	-1,545 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$114.08 - $142.11 $176,253 - $219,559	1,545 New	1,545 $215,000

542

18.6M

82.1K

9.1K

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