Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 07, 2020

SELL
N/A
-2,242 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
N/A
645 Added 40.39%
2,242 $397,000
Q4 2019

Jan 22, 2020

BUY
N/A
19 Added 1.2%
1,597 $327,000
Q3 2019

Nov 06, 2019

SELL
N/A
-85 Reduced 5.11%
1,578 $240,000
Q2 2019

Aug 07, 2019

SELL
N/A
-399 Reduced 19.35%
1,663 $262,000
Q1 2019

May 10, 2019

SELL
N/A
-1,757 Reduced 46.01%
2,062 $332,000
Q4 2018

Feb 04, 2019

BUY
N/A
2,145 Added 128.14%
3,819 $725,000
Q3 2018

Oct 24, 2018

SELL
N/A
-12 Reduced 0.71%
1,674 $349,000
Q2 2018

Aug 01, 2018

SELL
N/A
-67 Reduced 3.82%
1,686 $287,000
Q1 2018

Apr 23, 2018

BUY
N/A
9 Added 0.52%
1,753 $294,000
Q4 2017

Feb 05, 2018

SELL
N/A
-69 Reduced 3.81%
1,744 $354,000
Q3 2017

Oct 18, 2017

BUY
N/A
1,813
1,813 $339,000
Track This Portfolio

Track Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.