Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 12, 2022

SELL
N/A
-189,484 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
14,117 Added 8.05%
189,484 $3.45 Million
Q3 2021

Nov 12, 2021

BUY
N/A
22,174 Added 14.47%
175,367 $3.06 Million
Q2 2021

Aug 13, 2021

BUY
N/A
42,222 Added 38.05%
153,193 $2.7 Million
Q1 2021

May 17, 2021

SELL
N/A
-1,018 Reduced 0.91%
110,971 $1.89 Million
Q4 2020

Feb 12, 2021

BUY
N/A
111,989 New
111,989 $2.12 Million
Track This Portfolio

Track Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.