Institute For Wealth Management, Llc. Wisdomtree Tr U.S Transaction History

Institute For Wealth Management, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$48.28 - $77.44 $148,364 - $237,973	-3,073 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$72.3 - $77.34 $205,115 - $219,413	2,837 Added 1202.12%	3,073 $236,000
Q4 2019 Jan 27, 2020	SELL	$72.3 - $77.34 $205,115 - $219,413	-2,837 Reduced 92.32%	236 $236,000
Q2 2019 Aug 02, 2019	BUY	N/A	185 Added 6.41%	3,073 $224,000
Q1 2019 May 15, 2019	BUY	N/A	2,888 New	2,888 $210,000
Q1 2018 May 15, 2018	SELL	N/A	-12,317 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	12,317	12,317 $899,000

228

5.67M

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