Institute For Wealth Management, Llc. Strategy Shs Transaction History

Institute For Wealth Management, Llc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$20.96 - $22.29 $194,529 - $206,873	9,281 New	9,281 $206,000
Q3 2023 Oct 13, 2023	SELL	$19.09 - $20.66 $24,034 - $26,010	-1,259 Reduced 9.58%	11,884 $227,000
Q2 2023 Jul 25, 2023	BUY	$19.67 - $20.41 $16,050 - $16,654	816 Added 6.62%	13,143 $267,000
Q1 2023 Apr 20, 2023	SELL	$19.55 - $21.07 $1,779 - $1,917	-91 Reduced 0.73%	12,327 $249,000
Q4 2022 Feb 02, 2023	BUY	$18.7 - $20.71 $19,784 - $21,911	1,058 Added 9.31%	12,418 $243,000
Q3 2022 Oct 18, 2022	SELL	$19.12 - $22.58 $61,432 - $72,549	-3,213 Reduced 22.05%	11,360 $218,000
Q2 2022 Jul 25, 2022	SELL	$19.94 - $24.21 $29,929 - $36,339	-1,501 Reduced 9.34%	14,573 $300,000
Q1 2022 Apr 29, 2022	BUY	$22.88 - $26.0 $42,694 - $48,516	1,866 Added 13.13%	16,074 $388,000
Q4 2021 Jan 21, 2022	BUY	$25.0 - $26.22 $13,275 - $13,922	531 Added 3.88%	14,208 $369,000
Q3 2021 Nov 15, 2021	BUY	$24.94 - $25.94 $58,035 - $60,362	2,327 Added 20.5%	13,677 $341,000
Q2 2021 Jul 21, 2021	BUY	$24.8 - $25.66 $281,480 - $291,241	11,350 New	11,350 $291,000

120

4.18M

3.7K

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