Institute For Wealth Management, Llc. Spdr Portfolio S&P 500 High Di Transaction History

Institute For Wealth Management, Llc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 03, 2020	SELL	$26.58 - $29.31 $826,026 - $910,866	-31,077 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$22.98 - $32.18 $42,352 - $59,307	1,843 Added 6.3%	31,077 $866,000
Q1 2020 Apr 29, 2020	BUY	$21.02 - $39.9 $20,305 - $38,543	966 Added 3.42%	29,234 $719,000
Q4 2019 Feb 27, 2020	BUY	$36.46 - $39.61 $989,998 - $1.08 Million	27,153 Added 2435.25%	28,268 $1.12 Million
Q4 2019 Jan 27, 2020	SELL	$36.46 - $39.61 $925,464 - $1.01 Million	-25,383 Reduced 95.79%	1,115 $1.12 Million
Q3 2019 Oct 28, 2019	BUY	$37.62 - $38.84 $53,646 - $55,385	1,426 Added 5.69%	26,498 $1.01 Million
Q2 2019 Aug 02, 2019	BUY	N/A	2,078 Added 9.04%	25,072 $954,000
Q1 2019 May 15, 2019	BUY	N/A	1,577 Added 7.36%	22,994 $870,000
Q4 2018 Feb 08, 2019	SELL	N/A	-225 Reduced 1.04%	21,417 $730,000
Q3 2018 Oct 29, 2018	BUY	N/A	871 Added 4.19%	21,642 $809,000
Q2 2018 Aug 10, 2018	BUY	N/A	1,776 Added 9.35%	20,771 $777,000
Q1 2018 May 15, 2018	BUY	N/A	4,436 Added 30.47%	18,995 $688,000
Q4 2017 Feb 12, 2018	BUY	N/A	14,559	14,559 $545,000

484

49.9M

68.6K

13K

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.