Institute For Wealth Management, Llc. Spdr Portfolio Intermediate Te Transaction History

Institute For Wealth Management, Llc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 25, 2023	SELL	$31.95 - $32.66 $1,214 - $1,241	-38 Reduced 0.59%	6,387 $205,000
Q1 2023 Apr 20, 2023	SELL	$31.67 - $32.83 $18,083 - $18,745	-571 Reduced 8.16%	6,425 $208,000
Q4 2022 Feb 02, 2023	SELL	$31.02 - $32.36 $33,346 - $34,787	-1,075 Reduced 13.32%	6,996 $222,000
Q3 2022 Oct 18, 2022	SELL	N/A	-2,779 Reduced 25.61%	8,071 $253,000
Q2 2022 Jul 25, 2022	SELL	N/A	-180 Reduced 1.63%	10,850 $354,000

Q4 2021 Jan 21, 2022	SELL	N/A	-402 Reduced 3.52%	11,030 $399,000
Q3 2021 Nov 15, 2021	SELL	N/A	-1,686 Reduced 12.85%	11,432 $417,000
Q2 2021 Jul 21, 2021	SELL	N/A	-839 Reduced 6.01%	13,118 $481,000
Q1 2021 May 04, 2021	SELL	N/A	-280 Reduced 1.97%	13,957 $506,000
Q4 2020 Feb 01, 2021	SELL	N/A	-7,345 Reduced 34.03%	14,237 $529,000
Q3 2020 Nov 03, 2020	SELL	N/A	-18,184 Reduced 45.73%	21,582 $793,000
Q2 2020 Jul 30, 2020	BUY	N/A	39,766 New	39,766 $1.45 Million
Q1 2020 Apr 29, 2020	SELL	N/A	-721 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	N/A	721 New	721 $25,000

514

209M

100

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.