Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2015

Aug 21, 2019

SELL
N/A
-7,481 Closed
0 $0
Q2 2015

Aug 21, 2019

SELL
N/A
-206 Reduced 2.68%
7,481 $584,000
Q1 2015

Aug 21, 2019

BUY
N/A
303 Added 4.1%
7,687 $636,000
Q4 2014

Aug 21, 2019

BUY
N/A
1,350 Added 22.37%
7,384 $609,000
Q3 2014

Aug 21, 2019

BUY
N/A
10 Added 0.17%
6,034 $612,000
Q2 2014

Aug 21, 2019

SELL
N/A
-2,603 Reduced 30.17%
6,024 $660,000
Q1 2014

Aug 22, 2019

BUY
N/A
3,558 Added 70.19%
8,627 $731,000
Q4 2013

Aug 22, 2019

BUY
N/A
5,069
5,069 $402,000
Track This Portfolio

Track Ascent Wealth Partners, LLC Portfolio

Follow Ascent 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 Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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