Institute For Wealth Management, Llc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Institute For Wealth Management, Llc.

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$43.16 - $53.73 $23,392 - $29,121	-542 Reduced 10.3%	4,722 $209,000
Q4 2021 Jan 21, 2022	SELL	$50.43 - $56.16 $50,883 - $56,665	-1,009 Reduced 16.08%	5,264 $294,000
Q3 2021 Nov 15, 2021	SELL	$49.95 - $53.29 $2,847 - $3,037	-57 Reduced 0.9%	6,273 $317,000
Q2 2021 Jul 21, 2021	SELL	$47.08 - $50.33 $2,165 - $2,315	-46 Reduced 0.72%	6,330 $319,000
Q1 2021 May 04, 2021	SELL	$43.36 - $46.72 $1,560 - $1,681	-36 Reduced 0.56%	6,376 $297,000
Q4 2020 Feb 01, 2021	SELL	$38.37 - $43.96 $119,714 - $137,155	-3,120 Reduced 32.73%	6,412 $282,000
Q3 2020 Nov 03, 2020	SELL	$36.49 - $42.03 $1 Million - $1.15 Million	-27,432 Reduced 74.21%	9,532 $375,000
Q2 2020 Jul 30, 2020	BUY	$28.91 - $37.99 $381,496 - $501,316	13,196 Added 55.52%	36,964 $1.34 Million
Q1 2020 Apr 29, 2020	BUY	$26.14 - $39.79 $29,433 - $44,803	1,126 Added 4.97%	23,768 $719,000
Q4 2019 Feb 27, 2020	BUY	$33.81 - $37.94 $736,584 - $826,560	21,786 Added 2545.09%	22,642 $856,000
Q4 2019 Jan 27, 2020	SELL	$33.81 - $37.94 $695,539 - $780,501	-20,572 Reduced 96.01%	856 $856,000
Q3 2019 Oct 28, 2019	BUY	$34.66 - $35.37 $42,181 - $43,045	1,217 Added 6.02%	21,428 $747,000
Q2 2019 Aug 02, 2019	BUY	N/A	2,370 Added 13.28%	20,211 $698,000
Q1 2019 May 15, 2019	BUY	N/A	1,786 Added 11.12%	17,841 $593,000
Q4 2018 Feb 08, 2019	SELL	N/A	-330 Reduced 2.01%	16,055 $469,000
Q3 2018 Oct 29, 2018	BUY	N/A	534 Added 3.37%	16,385 $561,000
Q2 2018 Aug 10, 2018	BUY	N/A	865 Added 5.77%	15,851 $504,000
Q1 2018 May 15, 2018	BUY	N/A	14,986 New	14,986 $465,000

1,145

479M

259K

171K

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