Institute For Wealth Management, Llc. CBS CORP NEW Transaction History

Institute For Wealth Management, Llc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 27, 2020	SELL	N/A	-19,739 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	N/A	1,590 Added 8.76%	19,739 $797,000
Q2 2019 Aug 02, 2019	SELL	N/A	-198 Reduced 1.08%	18,149 $906,000
Q1 2019 May 15, 2019	BUY	N/A	18,347 New	18,347 $872,000
Q4 2018 Feb 08, 2019	SELL	N/A	-10,060 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	N/A	10,060 New	10,060 $572,000
Q1 2018 May 15, 2018	SELL	N/A	-8,093 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	N/A	-4,270 Reduced 34.54%	8,093 $478,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,363	12,363 $790,000

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

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