Institute For Wealth Management, Llc. GENERAL ELECTRIC CO Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	N/A	-90,613 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	N/A	-806 Reduced 0.88%	90,613 $1.22 Million
Q1 2021 May 04, 2021	SELL	N/A	-5,193 Reduced 5.38%	91,419 $1.2 Million
Q4 2020 Feb 01, 2021	SELL	N/A	-8,077 Reduced 7.72%	96,612 $1.04 Million
Q3 2020 Nov 03, 2020	BUY	N/A	645 Added 0.62%	104,689 $652,000
Q2 2020 Jul 30, 2020	BUY	N/A	6,311 Added 6.46%	104,044 $711,000
Q1 2020 Apr 29, 2020	BUY	N/A	14,747 Added 17.77%	97,733 $776,000
Q4 2019 Feb 27, 2020	BUY	N/A	82,060 Added 8861.77%	82,986 $926,000
Q4 2019 Jan 27, 2020	SELL	N/A	-66,080 Reduced 98.62%	926 $926,000
Q3 2019 Oct 28, 2019	SELL	N/A	-4,315 Reduced 6.05%	67,006 $599,000
Q2 2019 Aug 02, 2019	BUY	N/A	343 Added 0.48%	71,321 $749,000
Q1 2019 May 15, 2019	BUY	N/A	70,978 New	70,978 $709,000
Q4 2018 Feb 08, 2019	SELL	N/A	-106,491 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	N/A	1,161 Added 1.1%	106,491 $1.21 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-1,047 Reduced 0.98%	105,330 $1.42 Million
Q1 2018 May 15, 2018	BUY	N/A	2,046 Added 1.96%	106,377 $1.49 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-13,975 Reduced 11.81%	104,331 $1.82 Million
Q3 2017 Nov 14, 2017	BUY	N/A	3,795 Added 3.31%	118,306 $2.85 Million
Q2 2017 Aug 14, 2017	BUY	N/A	114,511	114,511 $3.1 Million

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