Institute For Wealth Management, Llc. ALLIANZGI EQUITY & CONV INCO Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

Shares

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

May 04, 2021
SELL
N/A
-17,768 Closed
0 $0
Q4 2020

Feb 01, 2021
SELL
N/A
-139 Reduced 0.78%
17,768 $502,000
Q3 2020

Nov 03, 2020
SELL
N/A
-118 Reduced 0.65%
17,907 $435,000
Q2 2020

Jul 30, 2020
SELL
N/A
-818 Reduced 4.34%
18,025 $405,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,675 Reduced 8.16%
18,843 $350,000
Q4 2019

Feb 27, 2020
BUY
N/A
20,053 Added 4312.47%
20,518 $465,000
Q4 2019

Jan 27, 2020
SELL
N/A
-20,053 Reduced 97.73%
465 $465,000
Q4 2018

Feb 08, 2019
SELL
N/A
-2,163 Reduced 9.54%
20,518 $380,000
Q3 2018

Oct 29, 2018
BUY
N/A
457 Added 2.06%
22,681 $521,000
Q2 2018

Aug 10, 2018
SELL
N/A
-213 Reduced 0.95%
22,224 $495,000
Q1 2018

May 15, 2018
BUY
N/A
700 Added 3.22%
22,437 $472,000
Q4 2017

Feb 12, 2018
BUY
N/A
523 Added 2.47%
21,737 $457,000
Q3 2017

Nov 14, 2017
SELL
N/A
-100 Reduced 0.47%
21,214 $438,000
Q2 2017

Aug 14, 2017
BUY
N/A
21,314
21,314 $423,000
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