Institute For Wealth Management, Llc. Spdr S&P 600 Small Cap Growth Transaction History

Institute For Wealth Management, Llc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 03, 2020	SELL	$55.29 - $63.27 $316,148 - $361,777	-5,718 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$42.16 - $60.6 $2,866 - $4,120	68 Added 1.2%	5,718 $325,000
Q1 2020 Apr 29, 2020	BUY	$39.85 - $66.69 $5,220 - $8,736	131 Added 2.37%	5,650 $261,000
Q4 2019 Feb 27, 2020	BUY	$57.76 - $64.9 $298,214 - $335,078	5,163 Added 1450.28%	5,519 $356,000
Q4 2019 Jan 27, 2020	SELL	$57.76 - $64.9 $273,493 - $307,301	-4,735 Reduced 93.01%	356 $356,000
Q3 2019 Oct 28, 2019	BUY	$59.51 - $62.08 $14,698 - $15,333	247 Added 5.1%	5,091 $303,000
Q2 2019 Aug 02, 2019	BUY	N/A	234 Added 5.08%	4,844 $295,000
Q1 2019 May 15, 2019	BUY	N/A	459 Added 11.06%	4,610 $275,000
Q4 2018 Feb 08, 2019	BUY	N/A	4,151 New	4,151 $224,000

497

26.7M

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