Institute For Wealth Management, Llc. Vanguard S&P Mid Cap 400 Value Transaction History

Institute For Wealth Management, Llc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 21, 2022	SELL	$79.95 - $87.45 $203,872 - $222,997	-2,550 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$76.58 - $83.26 $38,290 - $41,630	500 Added 24.39%	2,550 $406,000
Q1 2021 May 04, 2021	SELL	$64.65 - $80.34 $32,325 - $40,170	-500 Reduced 19.61%	2,050 $320,000
Q4 2020 Feb 01, 2021	BUY	$53.08 - $67.28 $135,354 - $171,564	2,550 New	2,550 $336,000

138

4.37M

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

Stay updated on Institute For Wealth Management, Llc. with notifications on news.