Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021

SELL
N/A
-75,649 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
N/A
-2,973 Reduced 3.78%
75,649 $1.02 Million
Q1 2021

May 06, 2021

BUY
N/A
3,586 Added 4.78%
78,622 $1.03 Million
Q4 2020

Feb 04, 2021

BUY
N/A
13,831 Added 22.6%
75,036 $810,000
Q3 2020

Oct 26, 2020

SELL
N/A
-12,923 Reduced 17.43%
61,205 $381,000
Q2 2020

Jul 31, 2020

SELL
N/A
-45,310 Reduced 37.94%
74,128 $506,000
Q1 2020

Apr 23, 2020

BUY
N/A
13,710 Added 12.97%
119,438 $948,000
Q4 2019

Jan 17, 2020

BUY
N/A
3,901 Added 3.83%
105,728 $1.18 Million
Q3 2019

Nov 12, 2019

BUY
N/A
4,467 Added 4.59%
101,827 $910,000
Q2 2019

Jul 18, 2019

BUY
N/A
4,903 Added 5.3%
97,360 $1.02 Million
Q1 2019

Apr 26, 2019

BUY
N/A
620 Added 0.68%
92,457 $924,000
Q4 2018

Jan 18, 2019

BUY
N/A
12,835 Added 16.25%
91,837 $695,000
Q3 2018

Nov 13, 2018

SELL
N/A
-565 Reduced 0.71%
79,002 $892,000
Q2 2018

Aug 14, 2018

BUY
N/A
58,426 Added 276.36%
79,567 $1.08 Million
Q1 2018

Jun 06, 2018

BUY
N/A
3,099 Added 17.18%
21,141 $285,000
Q4 2017

Jun 01, 2018

BUY
N/A
18,042
18,042 $317,000
Track This Portfolio

Track Altium Wealth Management LLC Portfolio

Follow Altium Wealth Management 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 Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.