Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 04, 2019

SELL
N/A
-10,403 Closed
0 $0
Q3 2018

Oct 24, 2018

SELL
N/A
-220 Reduced 2.07%
10,403 $713,000
Q2 2018

Aug 01, 2018

SELL
N/A
-1,729 Reduced 14.0%
10,623 $707,000
Q1 2018

Apr 23, 2018

BUY
N/A
587 Added 4.99%
12,352 $767,000
Q4 2017

Feb 05, 2018

BUY
N/A
3,088 Added 35.59%
11,765 $741,000
Q3 2017

Oct 18, 2017

BUY
N/A
8,677
8,677 $415,000
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.