Institute For Wealth Management, Llc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Institute For Wealth Management, Llc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 03, 2020	SELL	$24.5 - $25.64 $325,776 - $340,935	-13,297 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$21.97 - $25.19 $21,662 - $24,837	986 Added 8.01%	13,297 $326,000
Q1 2020 Apr 29, 2020	SELL	$20.62 - $26.56 $2,288 - $2,948	-111 Reduced 0.89%	12,311 $278,000
Q4 2019 Feb 27, 2020	BUY	$25.83 - $26.41 $312,413 - $319,428	12,095 Added 3698.78%	12,422 $327,000
Q4 2019 Jan 27, 2020	SELL	$25.83 - $26.41 $287,436 - $293,890	-11,128 Reduced 97.15%	327 $327,000
Q3 2019 Oct 28, 2019	BUY	$26.11 - $26.22 $24,908 - $25,013	954 Added 9.08%	11,455 $300,000
Q2 2019 Aug 02, 2019	SELL	N/A	-79 Reduced 0.75%	10,501 $275,000
Q1 2019 May 15, 2019	BUY	N/A	45 Added 0.43%	10,580 $275,000
Q4 2018 Feb 08, 2019	BUY	N/A	105 Added 1.01%	10,535 $260,000
Q3 2018 Oct 29, 2018	SELL	N/A	-348 Reduced 3.23%	10,430 $262,000
Q2 2018 Aug 10, 2018	BUY	N/A	61 Added 0.57%	10,778 $272,000
Q1 2018 May 15, 2018	BUY	N/A	10,717 New	10,717 $271,000

492

255M

37K

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