Shares

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

Aug 07, 2020

SELL
N/A
-1,923 Closed
0 $0
Q1 2020

Apr 30, 2020

SELL
N/A
-1,693 Reduced 46.82%
1,923 $287,000
Q4 2019

Jan 22, 2020

SELL
N/A
-213 Reduced 5.56%
3,616 $1.18 Million
Q3 2019

Nov 06, 2019

SELL
N/A
-538 Reduced 12.32%
3,829 $1.46 Million
Q2 2019

Aug 07, 2019

SELL
N/A
-546 Reduced 11.11%
4,367 $1.59 Million
Q1 2019

May 10, 2019

BUY
N/A
101 Added 2.1%
4,913 $1.87 Million
Q4 2018

Feb 04, 2019

SELL
N/A
-213 Reduced 4.24%
4,812 $1.55 Million
Q3 2018

Oct 24, 2018

BUY
N/A
138 Added 2.82%
5,025 $1.87 Million
Q2 2018

Aug 01, 2018

BUY
N/A
248 Added 5.35%
4,887 $1.64 Million
Q1 2018

Apr 23, 2018

BUY
N/A
99 Added 2.18%
4,639 $1.52 Million
Q4 2017

Feb 05, 2018

BUY
N/A
8 Added 0.18%
4,540 $1.34 Million
Q3 2017

Oct 18, 2017

BUY
N/A
4,532
4,532 $1.15 Million
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.