Institute For Wealth Management, Llc. ALLIANZGI CONV & INCOME FD Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 04, 2021
SELL
N/A
-24,020 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
N/A
2,325 Added 10.72%
24,020 $90,000
Q4 2019

Feb 27, 2020
BUY
N/A
21,695 New
21,695 $125,000
Q4 2019

Jan 27, 2020
SELL
N/A
-23,112 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
N/A
23,112 New
23,112 $130,000
Q1 2018

May 15, 2018
SELL
N/A
-10,459 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
10,459 New
10,459 $75,000
Q3 2017

Nov 14, 2017
SELL
N/A
-10,097 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
10,097
10,097 $70,000
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