Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 30, 2020

SELL
N/A
-45,094 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
N/A
9,500 Added 26.69%
45,094 $104,000
Q4 2019

Feb 27, 2020

BUY
N/A
35,594 New
35,594 $170,000
Q4 2019

Jan 27, 2020

SELL
N/A
-35,494 Closed
0 $0
Q3 2019

Oct 28, 2019

SELL
N/A
-500 Reduced 1.39%
35,494 $166,000
Q2 2019

Aug 02, 2019

SELL
N/A
-2,400 Reduced 6.25%
35,994 $177,000
Q1 2019

May 15, 2019

SELL
N/A
-2,250 Reduced 5.54%
38,394 $227,000
Q4 2018

Feb 08, 2019

SELL
N/A
-3,100 Reduced 7.09%
40,644 $233,000
Q2 2018

Aug 10, 2018

BUY
N/A
43,744 New
43,744 $391,000
Q4 2017

Feb 12, 2018

SELL
N/A
-34,794 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
N/A
34,794
34,794 $257,000
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.