Institute For Wealth Management, Llc. Select Sector Spdr Tr Real Est Transaction History

Institute For Wealth Management, Llc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$38.85 - $50.6 $184,265 - $239,995	-4,743 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$43.98 - $51.33 $1,187 - $1,385	-27 Reduced 0.57%	4,743 $229,000
Q4 2021 Jan 21, 2022	SELL	$44.62 - $51.81 $2,632 - $3,056	-59 Reduced 1.22%	4,770 $247,000
Q2 2021 Jul 21, 2021	BUY	$40.12 - $45.73 $193,739 - $220,830	4,829 New	4,829 $214,000
Q4 2020 Feb 01, 2021	SELL	$33.98 - $37.77 $403,308 - $448,292	-11,869 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$33.85 - $37.14 $14,250 - $15,635	421 Added 3.68%	11,869 $419,000
Q2 2020 Jul 30, 2020	BUY	$29.12 - $37.86 $55,648 - $72,350	1,911 Added 20.04%	11,448 $399,000
Q1 2020 Apr 29, 2020	SELL	$25.46 - $41.93 $95,729 - $157,656	-3,760 Reduced 28.28%	9,537 $296,000
Q4 2019 Feb 27, 2020	BUY	$37.47 - $40.18 $478,979 - $513,620	12,783 Added 2486.96%	13,297 $514,000
Q4 2019 Jan 27, 2020	SELL	$37.47 - $40.18 $518,472 - $555,970	-13,837 Reduced 96.42%	514 $514,000
Q3 2019 Oct 28, 2019	BUY	$38.59 - $39.55 $5,479 - $5,616	142 Added 1.0%	14,351 $565,000
Q2 2019 Aug 02, 2019	BUY	N/A	8,661 Added 156.11%	14,209 $522,000
Q1 2019 May 15, 2019	BUY	N/A	5,548 New	5,548 $201,000
Q3 2017 Nov 14, 2017	SELL	N/A	-6,784 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	6,784	6,784 $206,000

818

141M

704K

4.5M

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